FOR INDEPENDENT FINANCIAL ADVICE CALL US ON 01453 549 911

How We Are Paid

How we are paid

On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective client’s needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

After the initial free consultation, we will agree with you whether you pay us a fee, or we are paid out of the cost of any financial product you buy (adviser charging). We will always tell you about any adviser charge we earn.

Adviser charging is an amount agreed between Baker Hudson Ltd and the client and can either be a fixed amount or a percentage of funds invested which we receive direct from the provider.

Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs.

Whether we take our remuneration by way of adviser charging or fees, will be a matter of discussion and agreement and no charges for fees will be made without prior notification in writing.

For mortgage advice we charge a fee of £295.  We also will receive a payment from the Lender based on the amount of the loan.

All adviser charges/fees that we receive will be shown on your illustration.

As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.

Contact us today to make your appointment.

CONTACT US

CONTACT INFO

10 Parsonage Street, Dursley, Gloucestershire, GL11 4EA

REQUEST A CALL BACK

  • This field is for validation purposes and should be left unchanged.

Financial Services Register No: 209534, Registered in England & Wales, No. 3555736
Registered Office: 10 Parsonage Street, Dursley, Gloucestershire, GL11 4EA
Cookie Policy