How we are paid
We believe the only way of truly delivering independent, impartial and value for money advice is by charging fees.
The initial meeting is without charge or obligation.
Our financial planning fees
Preparation of the Financial Plan
- A one-off agreed fixed fee to create your Financial Plan - this depends on the complexity of the Plan and we always agree this with you in advance
Implementation of the Financial Plan
- An agreed fixed fee, again this depends on the complexity of the Plan and we advise you of the approximate amount when we present the Plan to you and/or
- A value-based fee when we arrange investments on your behalf
Review and update of the Financial Plan
- An annual fee, which is agreed prior to implementing the Plan
We are so confident about our service that we are happy to offer you the following:
We are happy to provide you with a no-quibble value guarantee on our initial fees. Should you feel that our fees do not represent excellent value for money then we will, irrespective of our views, refund any amount of our fees that you deem did not represent value. We want you to be delighted with the work that we do for you and the way that we do it.
Contact us today to discuss the best options for you.