The purpose of the initial meeting is to establish a prospective clients financial needs and objectives.  At this stage we would discuss how we would be paid for our service.

After the initial free consultation, we will agree with you whether you pay us a fee (normally evaluated at a rate per hour or a percentage of the sums invested), or we are paid commission (the amount of commission is based on a percentage of the premiums payable, sums invested or amount borrowed).  

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Moorbridge Financial Services Limited is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.  

Moorbridge Financial Services Limited.  Registered in England and Wales no. 4924270.  

Registered office: Peacock Farm, Westhay, Glastonbury, Somerset, BA6 9TX

Neither Moorbridge Financial Services Limited nor The Whitechurch Network Ltd assume responsibility for the content or accuracy of the information contained within any linked site(s) accessible from this site.   

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.   

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.