| WHY
EUROPEAN FINANCIAL PLANNING GROUP?
Financial advice
becomes increasingly necessary
It’s not surprising, that the role of a financial adviser
has become increasingly important in recent years. As the
number of investment, mortgage, pension, protection and insurance
products multiplies and financial decision-making becomes
increasingly complicated, more and more of us are turning
to an expert who can guide us through the maze.
EFPG apply a much tighter view with regards to regulation
by adopting our associate company's (Yorkshire Investment Group)
ideology, by implementing their sales process and compliance
and training regime, this includes the training of the administration
staff to full FPC (Financial Planning Certificate) status.
Fees versus commissions
As we adopt the best aspects of UK regulatory requirements,
we are happy to disclose to our clients the amount of commission
we will receive from an insurance or investment provider..
Should a client prefer, we can agree, before hand, a fee for
our advice and waive or rebate any commission in whole or
in part. For mortgage advice relating to property purchase
we would normally agree a competitive fixed fee.
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