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Initial Disclosure Documents
WDJ Financial Planning Limited offers regulated advice. Our IDD or Initial Disclosure Documents explain to you how we work in relation to each area of advice provided. Click on the links below to download full details. You can view our combined IDD to review all of the services that are on offer. Where advisory fees are detailed, these are examples only. We will be pleased to provide you with a specific quotation if you prefer us to work on a fee basis rather than a commission basis. If you would like us to work on an hourly rate we will be pleased to provide you with an estimate of expected costs before we commence any work for you.
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