Should you decide to cancel our agreement to provide on-going services you must provide written confirmation of your decision and we will cease your payments for these services within 7 business days and after collection of any due proportion of any period charges.

Where no ongoing service is required at outset the initial fee is increased by 1.5%, if an ongoing service is requested at the outset and cancelled within 3 years the balance outstanding of the initial fee that would have been charged will become payable. You may if you wish to leave the funds under Veracity Financial Planning Service Agency but we reserve the right to charge an admin fee for which we will charge you a fee of 0.25%/yr of the fund value to cover our ongoing online service, regulatory, insurance and administration costs.


Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.