Our aim is to offer high quality advice representing excellent value for money
We typically charge at three separate stages...
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Advice
After our initial discovery meeting we will prepare a fee proposal based upon the scope of work involved, if we agree that we are right for each other.
In some cases, we may refer you to another adviser if you require advice in an area we do not specialise in.
Implementation
If you decide to implement any recommendations made, we would agree an implementation fee for conducting this work.
Our implementation fees are tiered depending upon the sums involved and the complexity of the work involved.
Review/Future planning meetings
Most of our clients engage us for lifetime financial planning and want us to look after their affairs on an ongoing basis. This is typically charged as a percentage of funds under management.
