Financial Services Financial Advisers

We will tell you in advance if we receive commission in respect of the arrangements we make for you.

We will ask you to sign an agreement if we are to work on a fee basis for you but we will keep you advised as billings accrue and likely costs for particular projects.

Our Client Agreement sets out our hourly fee rates. This is attached.

In general, for pensions and investments it is better for you to pay a fee as there is more money in your pension or investment to grow. If we are paid commission this reduces the value of your plan. We are always happy to discuss the basis of our remuneration with you.

Download Client Agreement - Click Here

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Somerville Financial Services Ltd is authorised and regulated by the Financial Services Authority
Somerville Financial Services Ltd is an Independent Financial Adviser