Independent Financial Advisor (IFA) and Mortgage Broker

 
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Alexander Financial Services
 
Alexander Financial Services  
     Independent Financial Advisor and Mortgage Broker

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Fees Structure For Financial Services

As Independent Financial Advisors and Mortgage Brokers, we are able to offer our clients flexibility and transparency of payment for our services. When providing any financial advice to you, we will always make the full costs known and discuss in full the payment options open to you.

Nothing will ever be charged until we have discussed and agreed any charges with you.

Our preferred method of conducting business with clients is through the transparency of a fee, agreed in advance. This method removes, beyond any doubt, any possibility of commission bias affecting our advice.

Most of our clients prefer to have us on a retainer:  Bronze, Silver, Gold or Platinum options available.

Please view our Services & Costs Disclosure Document

We appreciate, however, that some clients may feel more comfortable with other approaches and are, therefore, prepared in some circumstances, to accept commission in lieu of the agreed fee or a hybrid combination of fees and commissions.

Further details of our charges are available on request.

Alexander Financial Services offers advice on various financial products including:

  • Mortgages / Re-mortgages
  • Life and Critical Illness Cover
  • Investments
  • Mortgage Protection
  • Income Protection
  • Savings
  • Pensions / Retirement Planning
  • Loans
  • Pension Transfers
  • Health Insurance
  • Debt Help
  • Accident, Sickness and Unemployment
  • Inheritance Tax Planning
  • Buildings and Contents.
  • Independent Advice
    As an Independent Financial Advisor we are legally bound to recommend the most suitable course of action for our client.
    You can be assured that the advice you receive will be specific to your personal circumstances.
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         Copyright ©   Alexander Financial Services   16A Thistle Business Park, Ayr Road, Cumnock, Ayrshire, Scotland, KA18 1EQ     - Tel: 08456 120 450
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