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Payment for Our Services

Payment for our services

At Vision, we like to feel that the most important thing is that you receive value for money and a job well done.

When we receive an enquiry we offer a preliminary meeting at no cost to you with no obligation on either side. This gives us a chance to discuss and establish your financial needs and objectives in a friendly and confidential manner.

At your initial consultation, your adviser will clearly explain to you how much the advice will cost if you choose to proceed with the service. Together with you they will agree how you will pay for it. This could be by a set fee, paid upfront by you or you may be able to agree that your adviser takes the fee from the sum that you invest. Your financial adviser fee could be charged as:

  • an hourly rate;
  • a set fee according to the work involved;
  • or a percentage of the money invested.

We would always discuss these remuneration options with you beforehand to agree on the best way forward and no charges for fees will be made without prior notification in writing.

Please find a downloadable example of our…

Client Agreement

Terms of Business – Mortgages & Insurance