Reliable financial advice

 

We then make and discuss any recommendations to you, based on the information provided, your financial priorities and the budget you have available to meet these priorities. When you are happy to proceed, we will complete any necessary paperwork to put these plans in place.

We seek to provide a complete service offering security to our clients, their families and businesses. We aim to be accessible at all times in order to help you save time and money, and we aim to develop a long-term relationship with our clients.

 

After the initial free consultation, we will agree with you whether you pay us a fee or we are paid out of the cost of any financial product you buy. You will pay for our services on the basis of the work we've undertaken for you. We will discuss your payment options with you and answer any questions you have. We will confirm how much our advice will cost and what areas of advice we will cover prior to commencing any work for you.  

(Please note that if as a result of our advice you purchase a financial product, there may be other costs or taxes that are not paid through us or imposed by us). We will always tell you about any commission we earn and it will be taken into account in working out our fee.

 

Fees will usually be based on the time spent and are evaluated at a rate per hour, calculated to recover our costs. Some fees attract an additional VAT charge and we will inform you if any VAT is applicable.