Some financial organisations will tell you that their advice costs you nothing.
That doesn’t mean it’s free, it probably just means that someone else is paying
them.
We don’t believe anyone can be truly impartial whilst earning commission from the products they advise on.
That’s why we are fee-based and we pass the benefit of any commissions on to you.
We don’t believe anyone can be truly impartial whilst earning commission from the products they advise on.
That’s why we are fee-based and we pass the benefit of any commissions on to you.
Financial Consulting
We don't charge for the time we spend together defining your objectives and establishing the resources you have available to meet them.
If you then ask us to create your financial plan, we will agree a fixed fee based on the complexity of your individual circumstances.
Financial Management
Our financial management service includes the implementation and ongoing management of your financial plan.
We charge an annual fee, which is tiered based on the value of the assets we are advising on:
1.0% per annum on assets up to £1 million
0.5% per annum on assets over £1 million
We offset any commissions we receive and any financial consulting fees we have charged you against this annual fee.
We don't charge for the time we spend together defining your objectives and establishing the resources you have available to meet them.
If you then ask us to create your financial plan, we will agree a fixed fee based on the complexity of your individual circumstances.
Financial Management
Our financial management service includes the implementation and ongoing management of your financial plan.
We charge an annual fee, which is tiered based on the value of the assets we are advising on:
1.0% per annum on assets up to £1 million
0.5% per annum on assets over £1 million
We offset any commissions we receive and any financial consulting fees we have charged you against this annual fee.
