Fees Explained

So you know what’s due

Our fees are always fully disclosed at the Initial Discussion meeting. We agree them with you before we undertake any chargeable work on your behalf. Therefore, there are no hidden fees or commission charges and no nasty surprises.

We offer a variety of payment methods suitable to your circumstances providing greater flexibility for you. Fees can be paid for by you, your company or from your investment.

Our charges fall into three categories…

Initial Charges

These are the up-front costs incurred for our different financial planning services.

Ongoing Charges

Once your financial plan has been agreed and implemented it may be important to keep it under review, to adapt and change where necessary. There are a variety of service levels to choose from. 

Ad Hoc Charges

These are charges based on specific pieces of advice or work carried out on your behalf. These are always agreed with you in advance of any work being undertaken. 

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