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Payment for our services

We will charge you a fee for providing our advice and services, which may either be paid directly by you or deducted from any plans that we arrange on your behalf. The fees charged will be agreed with you prior to any work being carried out.

If an ongoing service is agreed with us then an ongoing fee will also be levied. This fee will be agreed at outset as will the level of service you will receive for it. Fees will typically be charged as a fixed amount, a percentage of funds invested or a combination of these. We can also work on an hourly rate if you prefer. We may receive commission payments for the advising and arranging of pure protection policies and mortgages.

For a free initial consultation, please call us, drop us an email or complete our enquiry form – we’d love to see or speak with you. Anything after the initial meeting is possibly subject to fees.