Our company is based on the belief that our customers' needs are of the utmost importance. It is our commitment to meet those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver you the best service we can.
How We Are Paid
Choice is our keyword here.
We are fee based on all investment business.
For non-Investment business such as insurance products we are normally remunerated by commission.
No fees are due for an initial consultation and so you are welcome to contact us for an initial discussion without obligation.
Please see the Forms and information page where our Client agreement and Terms of Business documentation can be located giving more details. This gives an overview of our service and costs but please do contact us to discuss your specific needs.
We provide advice on a transactional, one-off basis or we can provide a full ongoing reporting and support service tailoured to your needs and requirements. Our Client agreement and Terms of Business outlines the options available.
Philip Andrew Whitehead T/A Finders Financial is authorised and regulated by the Financial Conduct Authority.
FCA Registration Number 616277