Commission
Personalised commission statements and year to date/annual spreadsheets for submitted and issued business are available on request. All commission payments are checked and chased regularly.

Introducers
Estate Agent leads
NHS leads
Offshore investment leads
Blue Tooth Leads

Overview  

Millfield Osceola strive to make the job of the Adviser that much easier. Whether you choose to work from home or in the office, you can have full access to all of your client information, emails, diary, calendar and compliance material.

Contact us now on 01189 320600
or
email recruitment@osceola.co.uk

 
 
 
Millfield Osecola Financial Guides

What can Millfield Osceola offer you for your future career?

Premises
 

Shop front premises
Easy to locate for clients
Opportunity for ‘walk-in’ appointments

Facilities
 

Desk space available
Computers & up to date software
Private meeting rooms for client appointments

Systems
 

Web Site
Information about the company. Financial tools and calculators for clients. Clients can purchase ISAs, Insurance & Loans online

Email
Web based email system that gives you access to your emails, calendar, diary and clients addresses/contact details wherever you are.

Client Files
All client files are scanned and filed on the computer in individual folders. These files are immediately uploaded onto a secure server that you will then have authority to access. All information is securely stored and backed up on a regular basis. This facility means that you can access your client files from any location as long as you have internet access.


About Millfield Osceola
Millfield Osceola Services

Millfield Osceola Jargon Buster

Millfield Osceola Calculators
Millfield Osceola Calculators
Millfield Osceola Useful Links
Contact Millfield Osceola

Millfield Osceola Financial Consultancy Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.

Millfield Osceola Financial Consultancy Ltd. Registered office 38-40 Station Rd, Twyford, Reading, Berks RG10 9NT. Registered in England and Wales No. 04340642. The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime.
The FSA do not regulate some forms of mortgages, inheritance tax planning, or will writing services.