How we are paid
There are three clear parts to the service we provide.
The first is meeting you, listening and finding out all we can about you. This initial consultation is on us.
The second is creating your financial plan. This focuses on what you have told us and your goals for yourself and your family. Here, we charge a percentage of the amount you invest.
The third is the ongoing relationship, advice and maintenance of your plan. We offer different levels of support and cost, which your adviser will discuss with you.