Fees

We are a fee based practice. That means that you pay a fee for the advice we provide. At the start of the advice process, we will provide you with a document detailing our services and charges and the different ways you can pay us. We will talk through these charges with you to ensure you are happy.

We offer a first meeting at our expense, with no cost to you and with no obligation. This meeting can take place at our offices or at a location of your choice.

Following this introductory meeting, we will write to you to confirm the services we propose to provide and the fees payable to us for the work involved.

We charge separately for each distinct area of the financial planning process; advice, implementation and ongoing review. This is to ensure that our clients only pay for the services they require.

Many of our clients come to us for advice or guidance but are happy to arrange any subsequent products themselves. Others just prefer to leave it all to us. Either way, our fees are provided in writing before we begin work so that there are no hidden surprises.

Click here to view our Client Agreement

Click here to view our Privacy Statement

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your wills and trust requirements

Read more

Helping you through the maze

So why choose us over the guys next door?

Why us?