All financial advisers are required to list their charges when ‘there is the prospect of doing business’. At Parsonage, we believe in being open about our charging structure, so we publish it for all to see. Does your current adviser do that?
Here it is, our terms of business
Parsonage offers a professional service, for which you can pay by fee, commission or a combination of the two. We will work on a project basis, but we prefer to be appointed and retained as your financial planner.
In accordance with standard professional terms, we offer a free initial discussion, when we will find out what help you need, describe the cost of our services more fully and explain the payment options.
We always agree the rate we will charge before commencing any work so you will never face an unexpected cost.
We look forward to working with you.
Tags: Certified Financial Planner, Charges, Chartered Financial Planner, Cheshire, Financial Advisers, How We Charge, Lymm, Parsonage, Professional Service
