We will charge you a fee for providing our advice and services, which may either be paid directly by you or deducted from any plans that we arrange on your behalf. The fees charged will be agreed with you prior to any work being carried out.
If an ongoing service is agreed with us then an ongoing fee will also be levied. This fee will be agreed at outset as will the level of service you will receive for it. Fees will typically be charged as a fixed amount, a percentage of funds invested or a combination of these. We can also work on an hourly rate if you prefer. We may receive commission payments for the advising and arranging of pure protection policies and mortgages.
For a free initial consultation, please call us, drop us an email or complete our enquiry form – we’d love to see or speak with you. Anything after the initial meeting is possibly subject to fees.
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A:F5 The Whitehouse, Greenalls Avenue Warrington, Cheshire, WA4 6HL
Evoke Financial Planning Ltd is an appointed representative of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered office is F5 Whitehouse, Greenalls Avenue, Warrington, WA4 6HL. Registered Number: 12700961.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
© Evoke Financial Planning Ltd 2020