On receiving an enquiry, a Varsity Finance adviser will call you and have an initial discussion following which they will arrange a meeting at a time and place to suit you. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.
Certain products – non-investment insurance policies – can still pay a commission, and so we may work based on a commission, a fee or a combination of both. As before, no costs are incurred without prior agreement, and all prospective earnings are disclosed before work is undertaken.
A copy of our Terms of Business is available on request.