How We Can Be Paid
We will always discuss and agree any charges with you before beginning work.
Our advice charge can be paid in three ways:
From the provider
For many types of product our advice charge can be taken from the provider. This may be as commission, a percentage of the products cost or a percentage of the amount invested.
By fee
Alternatively, we can charge a simple fee for our advice. This is paid to us direct, instead of any deduction from the product or policy we are establishing.
By hourly rate
Sometimes it is more appropriate for us to charge by the hour, especially if we are reviewing or administering existing financial plans.
We always disclose any costs at the outset to ensure you have no surprises. Please refer to our terms of business for full details.
We do not charge for meetings so contacting us for a chat is easy.