Independent Financial Advice

FEES AND CHARGES

As a starting point, we offer a no fee no obligation initial meeting. After our initial meeting, before we do any work for you, we will confirm any fees that may be applicable via our personal client agreement.

With life assurance and protection provision we receive a commission payment from the provider. For pension and investment advice we work on a fee model. Fee models include, hourly rates, direct fees or fees covered from the provider.

We will discuss and agree these with you before we progress further.

Independent Financial Advice

FEES AND CHARGES

As a starting point, we offer a no fee no obligation initial meeting. After our initial meeting, before we do any work for you, we will confirm any fees that may be applicable via our personal client agreement.

With life assurance and protection provision we receive a commission payment from the provider. For pension and investment advice we work on a fee model. Fee models include, hourly rates, direct fees or fees covered from the provider.

We will discuss and agree these with you before we progress further.