How we charge
We believe in offering value for money service that adds value to every client we work with
We will always explain our fees and confirm them in writing before we proceed with any paid work. As a guide, here are the stages at which you can expect to be charged:
- Financial advice: We charge a fixed fee based on the complexity of your situation and the time it takes us to prepare and present our advice.
- Research and implementation: We charge a fee to cover the cost of implementing our advice.
- Annual forward planning meeting and review: We charge a fee to ensure your financial plan remains suitable for your needs, circumstances, goals and aspirations.
We will never charge you for an initial meeting or phone call. We offer our initial meeting completely free of charge. After all, it is simply a chance for us to get to know each other and establish whether we can help you. It’s also an opportunity for you to understand more about the services we offer. Conversation costs nothing!
If you then ask us to proceed in the advice process, that is when we will begin to charge. You can find out more about the process here.
WE’RE WITH YOU EVERY STEP OF THE WAY
It’s our goal to help you build you a financially secure future.
25+
YEARS OF FINANCIAL EXPERTISE
We’re financial advisers with a difference.
With over 25 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.
We help to create the financial confidence, you create the memories.
OUR FINANCIAL ADVICE SERVICES
Financial Planning
Inheritance Tax
Retirement Planning
Protection Planning
Investment Planning
Mortgage Planning
START YOUR JOURNEY WITH US TODAY
We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.