We operate a policy of charging transparent, fixed fees for the work we do, which are based on the complexity of your financial affairs, the value we add and the time we estimate it will take us to complete any work undertaken on your behalf.
Our initial consultation is completely free and without obligation and if following this meeting you feel you would like to work with us, we will provide you with a written quotation of our maximum fee , at the earliest opportunity.
We guarantee that should you subsequently instruct us to commence work for you, our fees will never rise above the agreed figure - in fact, the only time they may change, is if we revise them downwards.
Importantly, where any commission payments are due, we will always rebate these to you, as we consider these monies to be yours.
In this respect, the monies may be used to offset our fees, reduce policy charges or increase the amount of your investment - the choice is entirely yours.
Not all firms charge for their work in this way. Before deciding whether this method of payment is right for you, please take a few moments to read the attached excerpts from articles published in The Sunday Times and MoneyWeek, the highly respected and impartial financial journal, outlining the benefits of choosing a Financial Adviser who is not only truly independent, but who also charges fees for their work.
We hope you'll agree, only the best Financial Advisers charge fees and we are happy to meet you for a free, no obligation initial consultation, to discuss our fees and how we can help you.