We operate a simple, transparent fee structure that operates at the two key stages in the advice process:
Fee for Initial Advice, Analysis, Recommendations and Implementation
Towards the end of your exploration meeting, we will be in a position to quote a fixed fee to you which will cover the cost of our initial programme of meetings, our financial planning advice, analysis of your existing plans, our detailed recommendations and the implementation of those recommendations.
Your fee will be based on the expertise that you require, the time we estimate it will take to compete the work for you, the risk that the case presents and the value that we feel we can add.
Fee for Our Ongoing Financial Planning Relationship
We will quote a fixed monthly fee to provide your ongoing financial planning service. These fees can be collected via direct debit or taken from your pension or investment plans if you prefer.