The documents below set out how we work with you — how we handle your personal data, and how we charge for regulated mortgage advice. Copies are also available from your adviser on request at any time.
Privacy Notice
How we collect, use, share and protect your personal data when you deal with us, and the rights you have in relation to it. The same information is published on this site as our privacy policy.
Download the Privacy Notice (PDF, 99 KB)
Fee Scale — Regulated Mortgages
Our service levels and the maximum fees we charge for advising on and arranging regulated mortgage contracts. The maximum fee we will ever charge is capped at 1% on regulated mortgage contracts. The timing and amount of any fee is confirmed by your adviser, and set out in a fee agreement, before you proceed.
Download the Fee Scale (PDF, 99 KB)
Related policies on this site
- Privacy policy — including how to raise a data-protection complaint
- How to complain — our complaints procedure and your right to refer to the Financial Ombudsman Service
- Website terms of use
- Cookie policy