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Stage One: Once you have contacted RSB Money Richard will get in touch within two working days to arrange an appointment. Please view the "appointment checklist" prior to the appointment to help the process.

 

Stage Two: Richard will visit you and take your instructions and offer any help or advice required at that stage.  Alternatively you can give instructions over the telephone and this will entitle you to a discount frm the usual price.


Stage Three: Your will will be drafted and returned to you for execution within one month of your appointment.

 

Stage Four: You will need to check and sign your will and get it witnessed also.  Then it needs to be returned for final checks then it will be stored for you, or returned to you for safekeeping.

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Roxburgh Financial Management is an appointed representative of Personal Touch Financial Services Limited, which is authorised and regulated by the Financial Services Authority.

 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE


WE DO NOT NORMALLY CHARGE A FEE FOR MORTGAGE ADVICE, HOWEVER THIS WILL BE DEPENDENT ON YOUR CIRCUMSTANCES. IF A FEE IS CHARGED OUR TYPICAL FEE IS 0.5% OF THE LOAN AMOUNT


SOME OF THE ABOVE PRODUCTS AND SERVICES MAY NOT BE, OR ARE NOT, REGULATED BY THE FINANCIAL SERVICES AUTHORITY.


The RSB "Twitterfeed" does not represent financial advice and should in no way be taken as such.

Neither Roxburgh Financial Management or Personal Touch Financial Services Limited are responsible for "newsfeeds" from external sites.

RSB Money Limited (company no. 6546333) registered in England and Wales.1 St Georges Road, Farnham, Surrey, GU9 8NA

www.rsbmoney.co.uk Copyright © 2008 RSB Money Limited