Ongoing review service

The scope of our Ongoing Review Service is outlined below:

Research fees are payable direct to Mercia Financial Planning Ltd. whilst implementation and on-going fees are payable either from the product(s) chosen via the amount invested or separately to Mercia Financial Planning Ltd.

You can choose to opt out of the review process at any time and the ongoing adviser fee will cease.

Research will include looking at the various payment options to determine the most cost effective method of payment.

The implementation option of payment method shall be discussed and agreed upon recommendation (stage 4).