Pension Switching

Personal Finance Society

 

 

 

FSA

Get Fee Based Advice

E-mail Print PDF

If you are thinking about taking Fee Based Advice - or if you have already decided you want it, we will need to gather some information about you. To make this process as easy as possible we have a questionnaire you can download, print off and complete at your leisure. We have written the questionnaire without any jargon or complexly phrased questions - however if you do have a problem with the questionnaire please contact us.

Once you have completed the questionnaire, please post it to us with photocopies of any relevant supporting information - our address is in the questionnaire and also on our contact page.

We will consider your case and identify the areas in which we can help. You will be quoted a fixed fee. If you decide to proceed and give your written instructions, we aim to report to you within 10 working days.

Download the Questionnaire in Microsoft Word format - Click Here.

If you would prefer the questionnaire in a different file format please contact us.

 

About us

Sample Images
Fee Based Advice Limited are a highly qualified team of advisers with extensive financial experience.

To begin the process of receiving our advice we will need to collect some information from you - when you are ready to proceed please follow this link by clicking here...

You are here: Home Investment Advice