Whitechurch
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Whitechurch Financial Consultants
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Things we won't do
Commissions & Procuration Fees
Charges & Fees
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Frequently Asked Questions

Things we won't do

We will not retain any of our charge if commission is clawed back. In our view you are running a business with all the attendant risks that running a business entails. We feel that a network is also a business with similar risks.

We will not restrict your ability to offer your clients any discount you feel is appropriate. You will not need any prior approval from us. After all they are your clients and it is your business. You need to make the decisions that are right for your business. We will of course base our fee on the discounted value of the commission. We will not base it on the full commission. However, we do stipulate that all of the discount has to be passed to your client.

Remember we will not take a charge on renewal commission (including trail and fund based commission).

Whatever we receive on your behalf is sent to you without any deduction. This continues ad-infinitum to you in retirement and even on death. No-one likes to think of these things but it is important that you know your future earnings are being passed on to your named beneficiary.

We are vehemently independent. Generally, we will not restrict you to any choice of provider, club, lender, software house, etc. - these are all decisions that you have in running a business. You will definitely NOT see a recommended list produced of providers!

IT Software

Similarly, we do not believe in demanding members or associates use a particular type of software or system. We feel you should be free to choose your own IT package to suit your own particular business.

However, to assist your decision making process, and to ensure you get the benefits of scale from your membership, we have secured special concessionary rates with some software providers in areas such as research, back office and front office systems.

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