FEES

We have provided advice on a fee-basis since our formation in 2002 and the profession finally caught up in 2012! We always believed it was the only way to provide independent, unbiased advice.

We invite potential clients for an initial exploratory meeting. The aim of this meeting is to understand your advice objectives and explain our services and to discuss whether we would be the right people to advise you and whether our service would deliver to you significant value for money. This meeting will not involve you in any charge or obligation.

We will discuss our fees at this meeting and provide an estimate as to the cost of our advice and services based on your individual circumstances and requirements.

If you wish to use our services, a second meeting will be arranged at which we will commence the Financial Planning Process.

Depending on your ongoing advice and service needs, we will then discuss and agree with you the basis of any ongoing advice that we will provide to you.