For Individuals : Transaction Service

Service for people who simply want to take out a financial product.

Service

This service will suit you if you have a clear idea of what you want and merely wish to purchase a financial product.

For instance, an Individual Savings Account (ISA) or a Personal Pension arrangement.

It is possible for you to request a Perredon Appraisal in addition to the transaction that you would like us to carry out for you.

Status

Fully independent.

We have not been tempted to take up any offers of joining big conglomerates. We source products from the ‘whole of market’ and are not tied to any product or service. We are continuously investing in leading technology to ensure that we have access to as many products/funds on the market as possible.

Charges

The charge for a Perredon Appraisal on our Standard Service is £500 (refer to the Perredon Appraisal Schedule for full details). The average appraisal takes 8 hours to complete.

Should you wish to transact investment or pension arrangements through our agencies, by separate instruction or following final presentation of the Appraisal document, you can advise us to work on a fee basis (time costed, based upon the hourly rates in our Terms of Business document) or on a commission basis where our charges will be covered through commission payments paid by the product providers

For Individuals:

Premier Service

Transaction Service

Mortgage Service

Insurance Service

For Businesses:

Executive Service

Corporate Planning Service

Employee Benefit Services

 

Disclaimer

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this internet site. Please ensure you read our User Terms, Terms of Business and Privacy Statement.
Perredon Financial Solutions Ltd is authorised and regulated by The Financial Services Authority. The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards or some forms of Mortgage, Tax Advice, Offshore Investments, Long Term Care, Estate Planning.
The tax reliefs referred to throughout this Internet site are those currently applying to the United Kingdom to UK Tax Residents. These tax relief's are liable to change. The value of any tax relief available will depend upon the individual circumstances of the tax payer.

Copyright 2005 © Perredon. All rights reserved.
Perredon Financial Solutions Ltd | 3-4 Bedford Square, Loughborough, Leicestershire, LE11 2TP | Tel 01509 215095 | Fax 01509 262616
Registered in England No. 3334695 | Registered office address as above
Perredon Financial Solutions Ltd is authorised and regulated by the Financial Services Authority

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