Home Plan for your Financial success Our Process How are we Remunerated for our Services? Our Lifetime Review Service About Winchcombe Carson Contact Us

How are We Remunerated for our Services? Once we’ve established your goals, Kevin will then work towards developing a financial plan that is appropriate for you. This involves selecting appropriate strategies combining diversified investments, as well as social security entitlements, risk management and taxation planning to ensure a holistic financial solution. Kevin will then discuss with you a range of investment options and explain to you the benefits and features to ensure you are comfortable with your particular strategy. Your Adviser, Kevin Moran at Winchcombe Carson, offers alternative payment options; 1.   You may pay upfront commission to the fund manager with whom you invest, or 2.   We can charge you a fee, for the service and advice we provide. If you choose to pay a fee, we may       rebate to you any commission we would otherwise receive from the entry fee. If appropriate we will invoice       you for the fee when you receive our written recommendation. Ongoing commission which is part of the fund managers’ ongoing management fee will also be payable on your investment for the duration of the investment term. This fee will be automatically debited from your investment by the relevant fund manager. If you choose our fee option this may also be subject to a rebate. Whichever option you choose, we are confident that you will receive value for money.