Truly Independent Financial Advisor

How We Are Paid

Ensuring you are fully aware of any costs involved, before a commitment is made

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Free Initial Consultation

On receiving an enquiry we will arrange a preliminary meeting with you. The purpose of the first meeting is to establish your current situation, to discover and understand your objectives and also to agree how we would be paid for our services should you choose to instruct us. There is no charge for this meeting and no obligation on either side.

The Next Step

If you are happy with what we offer and wish to proceed, our service is fee based. We want our clients to have the confidence that we are giving unbiased professional advice, rather than being biased towards selling a product that might pay commission. Please contact us or ask us to send you a copy of our Client Agreement for a more detailed explanation of how we work.

Options Available

We are able to adapt our service and fees to suit your needs. You may wish to opt for one of our Financial Planning packages offering a choice in the level of on-going service you will receive.

At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made.


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