www.winfulassociates.co.uk

Our Process

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How do we work?

Our process of assessing a new client’s requirements operates in the following manner:-

  • An initial meeting to gather information with regard to your current circumstances and any existing investments or policies that you may hold
  • An assessment is made of your requirements and whether or not these can be satisfied by Winful Associates
  • These requirements are then prioritised
  • Initial suggestions are made as to solutions to these requirements
  • Another meeting can then be arranged where these solutions will be presented to you in greater detail

The initial meeting is not subject to any fee or charge.

However, at this meeting you will be given the option, if you wish to take matters further, for us to act on a fee basis.


For Mortgages


Determining whether the payment of a fee is appropriate can only be established following your initial conversations with the client, We typically charge a fee of £600 for our research and the placement of the mortgage. We will also receive commission from the lender.
 

To get in touch !

Call on 020 3176 9375 
 
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our group companies, electronic verification providers, product providers or other financial firms such as lenders, banks, insurers, fund managers and platform providers.

For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy at our Legal bits page. 

Email communications are not secure and for this reason Winful Associates cannot guarantee the security of the email, its contents or that it remains virus free once sent.  

You can email us @

Do you have any questions? Send us an e-mail at:
  


general@winfulassociates.com

Winful Associates practical financial advice

 

  The guidance provided  within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers  based in the UK.

 

Winful Associates is an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

 

 

 

Principal – John Winful