HOW WE CHARGE

It is important for you to understand how your Adviser will get paid for the services they provide you, and this sets out how we will communicate, the scope of our advice, and other factors to be included.

HOW WE CHARGE It is important for you to understand how your Adviser will get paid for the services they provide you, and this sets out how we will communicate, the scope of our advice, and other factors to be included.

Working with you

An initial exploratory meeting is designed to better understand your needs and objectives and to agree with you the basis on which we will work on your behalf.
  • At this meeting you will also understand the costs involved for any service.
  • We will be transparent and up front about these costs, so you understand not just how we get paid but exactly how much.
  • A fee will not be charged without prior agreement.

Adding Value to you

Our advice is always uncomplicated, easy to understand and will make a difference.
  • Our service must offer value for money and our clients should understand clearly what they are paying for and why they are paying for it.
  • Having completed all the necessary research to formulate a solution for you, we will present a comprehensive report that will detail the options we believe will satisfy your financial goals and priorities.
  • We will provide you with details on the total costs of the financial products and services that have been recommended.

Ongoing Advice to suit you

We offer an ongoing service level which is tailored to suit an individual’s needs. The level of service provided will depend on how much you wish us to do for you, how frequently you would like us to contact you and how frequently you would like to meet to review your financial plans.
  • The charge for this service can be deducted from your investment, paid by a fixed fee or paid by a Direct Debit or Standing Order.
  • The service can be cancelled at any time. Please ask us for more details.
  • Our aim is to build lasting relationships with our clients, and our advice proposition is one of simplicity and clarity, delivered by a trusted Professional Adviser.

Our awards

The awards we have won are the recognition of our clients and industry experts to the quality of the services we provide.