Paterson Financial Planning Ltd
Basic Information:
Name:
Paterson Financial Planning Ltd
Address:
11 Elmbank Street
Glasgow
Lanarkshire
G2 4PB
Glasgow
Lanarkshire
G2 4PB
Phone:
0844 803 9604
Fax:
0141 204 1110
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
1985
Company:
Paterson Financial Planning's advisers has offered specialist Financial Advice and Financial Planning across the UK for individuals and businesses since 1985.
Contacting Paterson Financial Planning for a free consultation is the first step towards achieving your financial goals whether commercial or private.
Managing corporate and private financial security has never been more important.
Paterson Financial Planning has smoothly implemented the transition into its second generation. This financial stability and business confidence offers continuity for the future.
Contacting Paterson Financial Planning for a free consultation is the first step towards achieving your financial goals whether commercial or private.
Managing corporate and private financial security has never been more important.
Paterson Financial Planning has smoothly implemented the transition into its second generation. This financial stability and business confidence offers continuity for the future.
Staff:
Directors - Damien & Ronnie Paterson
Areas of Business (Products / Services):
Savings and Investments
Retirement Planning
Individual and Corporate Pensions
Inheritance tax planning
Life and income protection (personal and business)
Mortgages
Corporate Finance
Retirement Planning
Individual and Corporate Pensions
Inheritance tax planning
Life and income protection (personal and business)
Mortgages
Corporate Finance
Fees:
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 clients 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 (commission). We will always tell you about any commission we earn, and it will be taken into account in working out our fee.
Commission is paid to an IFA firm by a provider, usually an insurance company or an investment house for the successful placing of business. The commission is included within the providers normal product charges, so there is nothing you need to pay us in addition. The amount of commission is based on a percentage of the premiums payable or sums invested.
Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs. Fees attract an additional VAT charge whereas commissions, under current legislation, do not. We will always tell you about any commission we earn, and it will be taken into account in working out our fee.
Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be made without prior notification in writing.
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 (commission). We will always tell you about any commission we earn, and it will be taken into account in working out our fee.
Commission is paid to an IFA firm by a provider, usually an insurance company or an investment house for the successful placing of business. The commission is included within the providers normal product charges, so there is nothing you need to pay us in addition. The amount of commission is based on a percentage of the premiums payable or sums invested.
Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs. Fees attract an additional VAT charge whereas commissions, under current legislation, do not. We will always tell you about any commission we earn, and it will be taken into account in working out our fee.
Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be made without prior notification in writing.
Memberships / Accreditations:
Paterson Financial Planning are directly regulated by the Financial Services Authority
