To help us forge a professional relationship with our clients, we like to be very open about fees and commissions

• Our initial meeting is free and without obligation.  If you require us to prepare a financial plan we will give you a fixed quote based on the estimated time we will spend developing the plan.
• When you are satisfied with the recommendations in your financial plan and you choose to subscribe for our Premier Service, we will charge you a fee based on a percentage of the value of the assets under management. Any up front commissions payable to us from investments will be rebated back to you.

Alternatively, we may arrange for investments to be implemented on an agreed reduced entry fee basis.

For Premier Service clients, investment fees are payable at the time of investing. Our on-going management fee is payable annually thereafter. We may also receive on-going commissions from fund managers that are part of their management fees. These will be fully disclosed to you.

All fees are detailed in full within the plan, and fully explained prior to your acceptance of the recommendations contained within that plan.

For more information and advice regarding our Financial Planning Service, please contact our experienced Financial Planning Team.