Moneynotion Limited

Fully Independent Advice on

Insurance, Mortgage, Financial Advice and Risk Management

This page provides you with the information we are required to give to you to comply with the rules of the Financial Services Authority (FSA).  We also try to give you some rationale, in the hope that you will be better informed and thus help us to give you a better service.

We are Authorised and Regulated by the Financial Services Authority; registered number 137380.  The FSA web site is http://www.fsa.gov.uk

Combined Initial Disclosure Document (CIDD)

The CIDD document sets out in a brief format the nature of our status and how we can help you.

Remember that we are fully independent advisors: we have no allegiance to any insurance company, investment house or lender.  Our allegiance and duty are to our clients.

Insurances - we are fully independent insurance brokers, choosing products from the whole market.

Financial advice (life assurance, pensions etc.) - we are fully independent financial advisors, choosing products from the whole market.

Mortgages (and re-mortgages) - we prefer to ask clients questions to narrow down the options available from the whole market.  We then present a series of league tables and invite clients to choose what suits them best.  Our experience in over 30 years of mortgage broking is that this is most likely to give the best client satisfaction.

Terms of Business for General Insurance

Insurances - we are fully independent insurance brokers, choosing products from the whole market.

 

Financial advice (life assurance, pensions etc.) - we are fully independent financial advisors, choosing products from the whole market.

 

Terms of Business for Investment Advice

Mortgages (and re-mortgages) - we prefer to discuss your requirements to narrow down the options available from the whole market.  We then present a series of league tables and invite clients to choose what suits them best.  Our experience in over 30 years of mortgage broking is that this is more likely to give satisfaction than our making a recommendation.  What suits one person may not suit another with the same financial profile. 

Terms of Business for Mortgages