We operate a policy of charging competitive, transparent fees for the work we do, which are based on the type and complexity of the work involved and the service provided.
Our clients enjoy the fee based financial planning service we provide and our approach will never change, for all of the reasons outlined in detail on our website. In fact, more and more of our rivals are beginning to copy the way we work, which we regard both as a compliment and a justification for our professional ethos.
Our initial consultation is at our expense and without obligation and provides an opportunity for both parties to have an adult conversation about mutual profitability and to discuss whether or not there is a basis upon which we can develop a successful working relationship together.
We agree all fees with you in advance and offer an absolute guarantee that our fees will never rise above the agreed figure and importantly, if as a result of the work we undertake for you commission payments are generated, we will always rebate these to you, as we consider these monies to be yours. (To be frank, we never undertake the type of work which involves commission payments, but it is worth saying that this would be our approach to dealing with the issue).
The majority of firms do not charge for their work in this way, so we thought it would be useful to show you what some of the UK's leading impartial financial commentators think about the different types of charging structures offered by financial planning firms.
Therefore, we would politely ask you to take a few moments to read what the financial press say about the benefits of choosing a Financial Planner who is not only truly independent, but who also charges fees for their work. We hope you'll agree, the best individuals and practices take the same professional approach that we do.
As always, we would be very happy to meet you for an initial consultation at our expense, to discuss our fees and how we can help you.