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 Client Agreement 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.
As an example, our advice fees range from £295 to £1,995 and are payable upon delivery of said advice.
We charge an implementation fee of 1% of any funds invested, subject to a minimum fee of £1,000 and a maximum fee of £5,000. This can be paid upon invoice or alternatively can be deducted from any subsequent investment.
Click here to view our Client Agreement