Initial Meeting
An initial meeting is offered at our cost with no obligation on you to take up our services. This meeting may be offered either at our offices, at your home or business or online depending on your location.
By the end of the first meeting we will explain the nature of the work we will do for you and an estimate of fees that you should expect to pay.
Advice Fees
Our typical fees are set out below which you see will vary depending on the complexity of the advice and work involved. By the end of the initial meeting we intend to give you an idea of the level of advice fees relating to your personal situation and requirements.
We can also work on an hourly rate for our advice. Hourly rates can be found below.
We will always tell you exactly how much you will need to pay before you agree to proceed with our services. The agreed fee may be paid by invoice or deducted, with your prior consent, from any investment or pension product if one is implemented for you.
Initial Fees
We charge separately for financial advice and the implementation of the advice. Typical types of work and the fees we would charge for each are set out below.