Charging Structure
We offer an initial consultation, free of charge, when we will describe our services and explain our charging structure.
If you decide to go ahead, we will:
Gather and analyse personal information about you, your finances, your needs and objectives;
Advise and discuss any action we think you should take and, with your agreement, implement our recommended solutions.
What are your payment options?
Not all firms charge for advice in the same way. We will discuss your payment options with you and answer any questions you may have. We will not charge you anything until you have agreed how we are to be paid.
We offer either a fee or commission option or a combination of the two.