01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

How We Are Paid

At the outset RJS Financial Ltd arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is normally no charge for this preliminary meeting and no obligation on either side.

How We Are Paid

At the outset RJS Financial Ltd arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is normally no charge for this preliminary meeting and no obligation on either side.

After the initial consultation, we will agree with you whether we are paid by means of a fee payable by you, or by a fee facilitated by the product provider incorporated in the cost of any financial product you buy, or a combination of the two.

Fees may be subject to VAT and we will advise you whether or not this is the case.

Our fees will be a matter of discussion between us followed up with a written agreement, no charges for fees will be made without prior notification.

Pensions

Everyone looks forward to a comfortable retirement. So, how can we help you to try to achieve it? Making the most of your existing plans or starting to save for the first time...
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Investment

Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio...
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Protection

A major concern for many clients is "what if something happens..?" Protecting yourself and your family in the event of the unexpected happening...
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Mortgages

If you are buying a new home or want to make sure that your existing mortgage is the best one for you. Buying your home is probably the most important investment you are likely to make and it is crucial that you organise your finance on the best terms to suit your individual circumstances...
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Get In Touch

RJS Financial Ltd
Castle Studios,
13 Lower Castle Street,
Abergavenny,
Monmouthshire NP7 5EE

Tel: 01873 857541
Email: info@rjsfinancial.co.uk

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