About our service (last updated 28 April, 2014)

Power Robbins is a firm of independent financial advisers founded in 1964. Since 1992, we have been giving generous discounts & enhancements (or very competitive servicing charges post RDR) to investors who are happy to choose their own investments and financial planning products. Our execution only clients do not require any advice on either the suitability or the merits of any particular investment, either now or in the future, and it is assumed that our clients understand and accept the risks associated with any investment transacted through us. If you have any doubts about the suitability of any investment, you should seek independent financial advice elsewhere.

We offer a straight forward discount service without any advice or hype. We aim to give a friendly and efficient service when placing your investments through us together with market leading discounts.

How can Power Robbins save me money?

Our offers come from commission sacrifice, and depend upon commission levels staying as they are. In some cases our offers also contain special concessions negotiated for our clients with investment managers. Wherever possible we apply our discount directly into your investment. If commission cannot be applied straight into your investment we send you a cashback cheque instead, usually 6 to 8 weeks after you have invested. For structured products, the waiting period for cashback cheques can be a little longer, particularly for early investors.

Type of investments which we can discount :-

We have separate discount lists detailing our competitive offers for

  • ISA, UNIT TRUST and OEIC
  • COFUNDS FUND MARKET
  • INVESTMENT BONDS
  • STRUCTURED `CAPITAL AT RISK' PRODUCTS
  • INHERITANCE TAX PLANNING
  • PENSIONS - if you know what you want please ring to see if we can save you money
  • LIFE COVER

Our discount lists are lists of money saving offers, and should not be taken as anything else. Inclusion on our lists should not be taken as a recommendation, nor is omission from our lists a criticism.

If your chosen investment is not listed by us

If the investment you require is not on our lists, please ask if we can save you money – 0800 032 5433.

OUR DISCOUNTS LISTS SHOULD BE READ WITH THE NOTES ON PAGES 3 – 6 IN THIS LEAFLET - click here for the full current `about our service' information.

How to invest

You are strongly advised to read the investment company’s literature and key features / simplified prospectus
for any investment you are considering.

We would also like to draw your attention to the Important Notes on Investments on pages 3 – 5.

Our discount lists tell you how to obtain the literature and key features for the investment(s) you are considering.    
If the investment company’s telephone number and/or website address is shown, please obtain the literature direct as we do not hold it.  For other investments or if you are having difficulties please contact our friendly staff.
 
If you have had our discount information for some time, please contact us to check on the current discount.

We suggest you get your application to us at least 2 working days before offers end, to allow for the post between ourselves and the investment company (longer when there are postal delays, eg. Christmas). 

Investment cheques must be payable to the insurance / investment company, not to Power Robbins.

Application forms and investment cheques must be sent via Power Robbins to obtain our discounts:-  Power Robbins, FREEPOST, Fileturn House, Church Road, Bookham, LEATHERHEAD, KT23 3BR

We only accept applications from

  • UK residents with payments made from
  • UK (not offshore) bank accounts. The applicant will use their own personal / joint account cheque, not from a trading account, and the applicant's name will be printed on the cheque by the bank.

CHECK LIST

PLEASE ENCLOSE THE FOLLOWING WITH YOUR APPLICATION

  • Our blue Investment Agreement, signed & dated by you (and joint investor)
  • Investment company's application form completed, signed and dated
  • The investment cheque from the investor's own (or joint) personal, non-trading, UK bank account (not offshore), payable to the investment company.
  • DIRECT DEBITS - Please enclose an ORIGINAL statement from the account used, dated within the last 3 months SHOWING YOUR NAME AND ADDRESS, to prove that the monies used come from your own (or joint) personal, non-trading, UK bank or building society account. The statement will be returned to you promptly.

We process and forward applications to the investment company promptly, provided we have received a completed and signed application form, cheque (if applicable) together with our investment agreement form.

Prevention of Money Laundering requirements – our obligation to verify the identity and address of each investor before sending investments will normally be carried out electronically using an external reference agency.  We will, however, request documentary evidence from investors when the required evidence is not available electronically.  

We will send you confirmation that your application has been forwarded, together with a copy of your application form.   If your investment has not been forwarded we will return it promptly confirming the reason why.

We ask investment companies to send documentation regarding your investments direct to you.   

We do our best to check all applications, but we cannot be held responsible for any delays caused by incorrectly completed documentation / forms.

E&OE | more

Power Robbins - Independent Financial Advisers
FREEPOST, Fileturn House, Church Road, Bookham, LEATHERHEAD, KT23 3BR
Tel 0800 032 5433 Fax 01372 450417 e mail info@power-robbins.co.uk
Partners P F Power Dip FA, Arkleywood Ltd
Hours of business - 9am to 5pm, Monday to Friday

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