At the outset Paul Young Independent Financial Advisors arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives.
At the outset Paul Young Independent Financial Advisors arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is no charge to you for this preliminary meeting - we will bear the cost of this.
After the initial meeting, Paul Young Independent Financial Advisors will agree with you the fee we are paid for advice.
Some life insurance plan pay commission. Commission is paid to an Independent Financial Adviser (IFA) firm by a Product Provider, usually an insurance company or an investment house, for the successful placing of business. The commission is included within the provider's normal product charges. This commission will be used to offset any fee we charge.
Fees may be subject to VAT and we will advise you whether or not this is the case. Under current legislation commissions do not attract VAT.
Whether we take our remuneration by way of fee deduction from any product provided or by invoice will be a matter of discussion between us followed up with a written agreement, no charges for fees will be made without prior notification.
Paul Young Independent Financial Advisors is a firm of independent financial advisers dedicated to delivering unbiased financial advice and doing so in the manner that is most appropriate and convenient to clients. Everyone's needs and objectives are unique...
The foundation of the services that Paul Young Independent Financial Advisors provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy...
Paul Young Independent Financial Advisors provides business owners in and around the Bedfordshire and Northamptonshire area with corporate financial planning advice in addition to looking after their own personal financial affairs...
Independent Financial Advisors,
72 High Street, Harrold,
Bedfordshire, MK43 7BH
Telephone: 01234 720630
Fax: 01234 721016
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