We aim to provide fair value to all our clients. We only take on work if we believe we can solve your problems and add value to your situation.
We offer clients complete flexibility and transparency in the way advice is paid for. There are two ways in how we typically charge for our services, payment by fees or payment by adviser charging.
Payment by fees – where we advise, in advance, the cost of the advice, you are about to receive. Upon completion of the advice we will invoice you directly for the services provided.
Adviser Charging – if you would prefer not to pay a fee for the advice you receive, we can facilitate adviser charging. Here, the Provider will facilitate payment for our advice services, both initially and on an ongoing basis, by deducting the cost of the advice from the recommended product.
Moffatt Financial Planning is authorised and regulated by the Financial Conduct Authority, firm reference 198060. Registered in England and Wales at Parkway Business Centre, Princess Road, Manchester, M14 7LU.
Our financial services register entry can be checked by visiting https://register.fca.org.uk/
The regulatory status and permissions for the firm may be reviewed on the Financial Services Register, by visiting https://register.fca.org.uk/, or by contacting the FCA at 12 Endeavour Square, London, E20 1JN. Tel : 0800 111 6768.