Our Relationship and How We Get Paid

We believe that you have every right to expect value for money from us and that’s exactly what we constantly strive to deliver.

Our fees will depend on the initial level of service you benefit from most and the type of on-going relationship you require.

Generally speaking, we charge for our services on the following basis:

  • No charge for the initial meeting and information gathering – we will bear the cost of this.
  • A fixed fee agreed at the end of the introductory meeting, depending on the number of areas that require advice, i.e. pension, investments, mortgages etc.
  • At the implementation stage product selection will of course depend on the nature of your Personal Finance Plan. Our fees will be a percentage of the amount being invested and/or a set implementation fee.
  • Once your Personal Finance Plan is in place we will agree an on-going service level and work closely together in line with your needs.
“Honesty, integrity, reliability and value will underpin our relationship at all times”
We look forward to working with you and to help you build a secure and prosperous future.