“Our clients say that they appreciate having someone they can trust to help them make difficult and sometimes complex financial decisions"
On receiving an enquiry, we will arrange an initial meeting which can be at our offices, your home or your place of work. The purpose of this meeting is to establish whether we are able to assist with your needs and objectives and to discuss the fees for our services should we be instructed to proceed. There is no charge for this initial meeting and no obligation on either side.
After the initial consultation, we will agree with you how we will be paid for the services you instruct us to provide. This is known as ‘adviser charging’.
Previously, financial advisers could be paid by way of commission direct from the product provider through the product’s charges. This is no longer allowed for investment-related products under regulatory changes introduced as part of the Retail Distribution Review, which took effect on 31 December 2012. With adviser charging, we will now explain to you exactly how much our advice will cost and reach an agreement over how you will pay for it.
Fees will usually be calculated as a percentage of assets invested on a sliding scale, depending upon the amount invested. The complexity of the work would also be taken into consideration. We do not charge VAT on fees.
The fees we charge will be a matter for discussion and no charges will be made without prior agreement.
To discuss your options, please click on the Free Callback button on the right hand side of this page and one of our advisers will contact you.
My adviser offered several alternatives for me to consider in a professional and easy to understand way, I felt very confident of the advice they were offering.”
WB - London
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