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Your Selected Product(s), Fees and Payment Options

To complete your quotation and either 'SAVE & EMAIL MY QUOTE' or to 'ACCEPT: PAY NOW/LATER', please ensure you have selected:

Amounts or numbers for each product/service.
Fee option for each product/service.
Payment option for each product/service.
Don't forget - + Green Outline means details are complete, + Red Outline means information is missing.

You need to confirm that you have read and accept our terms and conditions of business.

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Shopping Basket

Mid-Term Funds Review

What do you want reviewed? E.g, Pensions and ISAs, Investments and Bonds :

Number of plans to review e.g. 1,2,3,4,5 : 0.00 plan(s)

Sub Total (net)

VAT

Total Fee

Final Payment

Upfront Payment

0.00

What do you want reviewed? E.g, Pensions and ISAs, Investments and Bonds

Number of plans to review e.g. 1,2,3,4,5

Discount Code

We already offer fantastic savings with discounts of between 10% and 25% off our standard 'face to face' fees for most services but sometimes we also offer Special Promotional Discounts on some goods and services. If you have an additional Discount/Voucher Code for a promotional offer, please enter it here for even greater savings.

Discount Code

How Are Our Fees To Be Paid? Check Box Option(s)

By default 'DIRECT FEE/INVOICE' (Upfront or On Completion) is the only payment option but a second option 'FEES PAID FROM POLICY' (On Completion) may be available if not 'disabled/grey/faded out' for some products and services. You still need to select/check the box to positively confirm your choice even if there is only the 'Direct Fee' payment option to then allow you to calculate fee options. Please select 'Direct Fee' or (if available) 'Fees Paid From Policy'.

DIRECT FEE/INVOICE (Upfront or On Completion): If box is ‘ticked’: Fees are paid directly by you for 'fee only' services and no adviser charges taken from regulated investment funds/plans meaning lower plan charges or better insurance/annuity rates.

FEES PAID FROM POLICY (On Completion): If box is ‘ticked’: Fees paid on completion by deduction from investment funds/plan charges (if provider allows) rather than paid directly by you plus any fees paid upfront to secure a discount will be refunded.

The pricing options have not been calculated yet. To generate the pricing options, please enter the information in the form provided and click the Calculate / Recalculate button.

Calculate

Order Total (net)

VAT

Total Fee

Final Payment

Upfront Payment

0.00

Total (net)

0.00

VAT

0.00

Total Fee

0.00

Upfront Payment

0.00

Upfront Payment(s) Made

0.00

Final Payment

0.00

Final Payment(s) Made

0.00

Total Payments Made

0.00

Total Refunds Made

0.00

Balance Due

0.00

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