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Obviously we have to be paid for the work we do for you. Like other professional advisers we charge fees. However, we will not charge you until we have agreed with you that we can work together for your benefit. We offer two fee structures depending on what you want from us and we hope that one of them will suit you. In both cases we will not charge you for our first meeting as you need to know whether we can help you. Whether you take out an investment product or not our fee becomes payable on completion of our work. We will tell you if you have to pay VAT.
Financial Planning Service
This is our bespoke planning to help you plan for the future now, and then assist you when changes are needed. This maybe because of changes in the economy, world events or just your own personal situation. Our initial fee is 3.00% of any investments you arrange through us. The benefit of this service is that you have access to industry experts face to face, access to our in depth investment research engine via your adviser, periodic risk profile reviews, you will have peace of mind that you can contact us at any time and when you do speak to us you will get clear constructive advice. Please see our Financial Planning Service Factsheet for more information.
Financial Arrangement Service
This service is where you want to discuss an immediate financial objective and just want our help when you need us. Our Initial Project Fee will depend on what is involved but our usual fee is likely to be a minimum of £475. The benefit of this service is that we can research the whole market to find what we think is the best product. This will save you time and minimise your hassle and paper work. And if you want something else you can come back to us again. Please see our Financial Arrangement Service Factsheet for more information.