How we are paid

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 our fee, and this will be clearly set out in the Service and Payment Agreement with which you will be provided.

If we do not agree a fixed fee with you at outset, you may ask us for an estimate of how much in total we are likely to charge for any service. You can also ask us not to exceed a given amount without checking with you first.

If you ask us for an ongoing service, there will be a charge for this, and this will also be detailed in your Service and Payment Agreement .

For Mortgages we can be paid by commission, or a fee of usually £299, or a combination of both.

For Equity Release we can be paid by commission, or a fee of usually £399, or a combination of both.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Richmond Financial Planning

Registered Address:
Units 1 & 2 Reliant House
Oakmere Mews
Potters Bar


Link to Streetmap view of Oakmere Mews