We charge agreed initial and on-going fees, expressed in pounds and pence, for the advice and service we provide. The amounts vary depending on the time we estimate spending, the complexity involved and the amounts being invested. 

 

We don’t charge initial or on-going percentage amounts of funds invested as we believe it increases the likelihood of a potential conflict of interest.

 

With regards protection arrangements such as life cover, we may receive commission payments from providers and we fully disclose the amount during the recommendation process; for higher sums assured we may offer a fee based alternative if more appropriate.

 

Further details regarding our fee structure are explained during a first free of charge introductory meeting, after which we will provide you with a fee proposal based on our understanding of your needs and objectives.

 

More information can be found via our Terms of Business.