How we are paid

As a company, we are paid for the work we undertake on your behalf by fees, commission or a combination of both. This very much depends on the type and level of work required and assuming you wish to appoint us as your professional advisers, this would be agreed at the end of our preliminary meeting.

There is no charge for this preliminary meeting and no obligation on either side.

Many of our clients decide to join the Statehouse Retainer Scheme, which consists of a monthly fee payment to provide access to a tailor-made support service and our in-house asset management system. Further details are available on request. 

For mortgage advice you can choose how we are paid: you can either pay us a fee, usually between £200 and 1% of the loan amount depending on the circumstances, or we can accept commission direct from the lender.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Statehouse Financial Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 401761

David Zerfahs & Associates is an Appointed Representative of Statehouse Financial Management Limited, which is authorised and regulated by the FSA.

Statehouse Financial Management Limited
Registered Address:
1 Stanton Court, South Marston Park, Swindon, Wiltshire, SN3 4YH
Registered in England, No. 04901332