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Our Financial Advice Fees Quotes and Shop

Published / Last Updated on 01/06/2022

This section offers an introduction to our online, instant financial fees and costs quoting system plus guides from how to create your own fee quote and accept it online or via post to what documents to complete and how to securely upload confidential documents and send/receive secure messages.

Watch the videos below and then visit our fees shop to build a personal quote: Our Fees

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Client Dashboard Uploading Documents and Secure Messaging

Client Dashboard Uploading Documents and Secure Messaging

From your My Dashboard, you can upload and download confidential ID and financial documents and send/receive secure messages rather than less secure email and post. BTN_RED:8991 BTN_GREEN:8992 These can be things ...

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Our Fees Shop

Documents We Need - Identity Verification, Fact Find, Authority Letters

Documents We Need - Identity Verification, Fact Find, Authority Letters

When you accept a fee quote and appoint us we will usually ask you to complete and send to us a combination of the following documents: Identity Verification Documents such ...

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Our Fees Shop

Accepting Our Fee Quotation Terms Online Using A One-Off PIN

Accepting Our Fee Quotation Terms Online Using A One-Off PIN

Once you have received your fee quaotation emails, you can either accept using Email 1 - Online Route Email 2 - Print/Paper/Post Route Watch the demonstration of how to accept, amend and ...

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Our Fees Shop

Two Quotation Emails to 1. Accept Online or 2. By Post

Two Quotation Emails to 1. Accept Online or 2. By Post

When a financial advice fee quotation has been produced for you, we send you two quotation emails Email 1 - Online Version/Accept Online. Email 2 - Documents: Fee quotation, terms of ...

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Our Fees Shop

Build Your Own Financial Services Fee Quotation

Build Your Own Financial Services Fee Quotation

Build and create your own personalised financial services or advisory fees quotation by selecting a product or service, giving basic details and numbers, amounts or quantities then select your ...

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Our Fees Shop

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Latest Videos

Dying Without a Will (Intestate) in Northern Ireland

Dying Without a Will (Intestate) in Northern Ireland

Intestate means dying without a valid Will. There are separate laws for England & Wales, Scotland, and Northern Ireland if you die without a Will or die with a Will ...

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Dying Without a Will (Intestate) in Scotland

Dying Without a Will (Intestate) in Scotland

Intestate means dying without a valid Will. There are separate laws for England & Wales, Scotland, and Northern Ireland if you die without a Will or die with a Will ...

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Law, Wills, Attorneys

Dying Without a Will (Intestate) in England and Wales

Dying Without a Will (Intestate) in England and Wales

Intestate means dying without a valid Will. There are separate laws for England & Wales, Scotland, and Northern Ireland if you die without a Will or die with a Will ...

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Law, Wills, Attorneys

Our Financial Blueprint

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