Terms of Business

Where do you Start?

Go to the Blogs tab, and read the two Case Histories. You might wish to have a look at the Testimonial tab too.

What Information do I need?

First of all not much, and there is no charge for an initial chat or exchange of emails. No need either for the 10+ page fact find that a financial adviser would need. Just tell me a little bit about you. If you decide to engage me, a list of policies will be required.


My fees depend on the work involved and a deposit is  required. These have varied from £350 to £900 and are paid by the employer or individual concerned. N.B. pension providers will require a medical report from a doctor confirming that life expectancy is 12 months or less, for which they charge up to £30o.

 Data Protection Act 1998 

The personal data you provide will be used and stored in accordance with the Data Protection Act 1998 and CancerIFA has its own DP Licence.

Governing Law

Our agreement will be under the laws of England and Wales.  In relation to any dispute, the client irrevocably agrees to submit to the non-exclusive jurisdiction of the English courts.

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