How We Charge
Fee Based Financial Planning
We are proudly fee based, we don't receive income from product providers or investment managers. We work for you; this gives you the confidence that our recommendations are made with your best interest in mind. Fees can be invoiced directly or often it is more tax efficient for us to take our fees directly from your existing investments.
Efficiencies achieved by embracing market leading back-office and client facing technology allow us to offer our service proposition competitively.
Our Introductory and Discovery meetings take place free of charge with commitment required in order to progress to plans and recommendations.
