In order to establish the requirement of our clients, the first meeting or discussion is not chargeable.  This could take up to two hours, at the end of the meeting fees will be discussed and agreed.

Our clients pay for our advice and services in one of three ways:

1- Fees: We charge for our time from £ 75.00 to £ 150.00 per hour, the basis of the charge is dependent on the complexity of the client's financial affairs.

2- Product providers pay commission from the built in charges in their products.  Any commission payable to us will be disclosed and explained to the client before any investment is made. The commission we receive will be used to offset part or all of our fees.

3- Our Portfolio Management fees are based on a % of assets under management. This percentage will be agreed with the client and is charged annually in advance.

Our aim is to agree on a fee structure that our clients are happy with and is adequate to cover our costs and time spent on our clients financial affairs. In our experience, fees paid by clients represent a small amount in relation to the better returns that we help them achieve on their Savings, Investments, Pensions etc. over the medium to long term, on occasions the benefit is immediate? believe it.

We are proud to say  that our clients are extremely satisfied.  We have exceeded their expectations.