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How we are paid

Having discussed your requirements, we normally arrange a face-to-face meeting, either at our offices or in the comfort of your own home.

The purpose of the meeting is to;

  • Gain a greater insight into your current and future financial circumstances
  • Establish whether we are able to assist with your needs and objectives.

We will also discuss at that meeting 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.

We will then write to you confirming our discussions and our proposed level of remuneration. We will agree a fixed fee for an agreed plan of work.

This will be broken down into three elements:

  • Advice
  • Implementation and
  • Ongoing Service

Chartered Financial Planner | North Laine Financial Management Limited | Brighton

This is the industry’s gold standard for firms of financial planners. When you use a Chartered firm you are dealing with proven professionals. 
Only the UK’s premier financial planning firms qualify for Chartered status. 

North Laine Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 446522 http://www.fca.org.uk/register.

North Laine Financial Management Ltd Registered Address: West Wing, 47 Old Steine, Brighton, BN1 1NW. Registered in England & Wales, No. 5072423.

Neither North Laine Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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