IFA Stonehouse, Gloucestershire ~ Financial Adviser Stonehouse, Gloucestershire ~ Financial Planning Stonehouse, Gloucestershire ~ Financial Advice Stonehouse, Gloucestershire
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How We Are Paid

Mortgages

You can choose how we are paid. We can either accept commission from the lender or you can choose to pay on a fee basis. Should you choose to pay a fee we will usually charge 1.5% of the loan amount subject to a minimum of £5000. We can also arrange a combination of these options.

Investments, Pensions & protection

Our remuneration can be structured in several ways. Some of our clients prefer a fee based approach whilst others are more comfortable with us being paid by product providers, either by commission or by an adviser remuneration charge.

Whichever option our clients prefer this is always agreed at outset and we disclose our remuneration in an open and transparent way.

Further information is given in our documentation entitled “Important Information about our Services” and “Key Facts about our Services”.

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Company address:
Gerry Dupree, Unit 17 Springfield Business Centre, Brunel Way, Stroudwater Business Park, Stonehouse, Gloucestershire, GL10 3SX
T: 0845 307 0301
F: 0845 307 0302

Email: ifa@gerrydupree.co.uk

Registration address as company address
Registration number: 4289129
Registered in: England & Wales

Gerry Dupree & Company Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Services Authority.

TenetConnect Services Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150643

The FSA do not regulate all forms of mortgages, offshore funds, taxation or IHT planning.

For Investment planning we make recommendation based upon the Whole Of Market.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The information in this site does not confer any form of personalised financial advice.

Telephone: 0845 307 0301 | ifa@gerrydupree.co.uk

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