Fees Based Advice Results Document Pack
Fees Based Advice Results
As with anything, the proof is in the Fees Based Advice Results:
- We have never had a complaint.
- We never do any research or advice work for free unless we choose to.
- We only do work that clients instruct us to do – this is great for PI and mis-selling protection.
- We have annual retainer fees for most of our clients, improving and increasing our underlying income stream year after year.
- For the few that do not use ongoing services we have limited our liabilities for potential complaints and claims as they sign to say no ongoing review is required.
- We have never had a commission clawback that has not subsequently been refunded by the client in accordance with our terms and conditions.
- When a clawback has occurred all clients have even paid willingly!
- We have increased our protection against the risk of mis-selling or malpractice by always agreeing what the client wants first.
- We now deliver 100% fee based advice. We did not set out with this goal - it has happened naturally.
Buy a Fees Based Advice Results pack, FeeSafe.com package in the shop or request compliance help today.





