Cost

The first discussion you have with us is free and without obligation. During that time we will discuss the method and detail regarding remuneration for any subsequent work you may wish us to carry out.

Fee - An hourly fee is chargeable, beyond the first discussion. As no commission will be payable for any initial advice, this should reduce significantly the overall charging structure within any plan(s) taken out. This should be attractive for many clients, particularly those who intend making sizeable lump sum investments or pension contributions.

In addition, as no initial commission is being taken, there can be no incentive for us to recommend solutions which pay high levels of commission. Instead, you have the confidence of knowing that any advice we provide is truly independent.

We will agree with you in advance and in writing a schedule of fees for the work involved, prior to carrying out any work on your behalf. In this regard, please see our Client Agreement.

  

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