How Are We Paid
On receiving an enquiry, we will arrange an initial meeting which can be at our offices, your home or your place of work. The purpose of the initial meetings are to establish whether we are able to assist with your needs and objectives and to discuss the fees for our services should we be instructed to proceed. There is no charge for this initial meeting and no obligation on either side.
After the initial consultation, we will agree with you how we will be paid for the services you instruct us to provide. We offer a clear defined service, transparent fee structure and an effective Client Proposition.
Fees will usually be calculated and based on the Service Level chosen, the complexity of the work and the qualifications of the Financial Planner involved. Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.