On receiving your enquiry we will arrange a mutually convenient time for a meeting.
First Meeting
The purpose of this meeting is firstly to establish whether we are able to assist with your needs and help you meet your objectives, and secondly to discuss how we would be paid for our advice and services once you have instructed us to proceed. There is no charge for this preliminary meeting and no obligation on either side.
Our Fees
We work on a fee basis, either at our standard hourly rate or for a fixed fee for an agreed plan of work. At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made. Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs. Fees usually attract an additional VAT charge. We also offer you the alternative of commission based advice.
Commission
Where we move on to implement the financial plan by arranging, for instance, a life policy or pension plan, we may be paid commission by the provider, usually an insurance company or an investment house for the successful placing of business. We will always tell you about any commission we earn, and it will be taken into account in working out our fee. We usually work on a commission basis when arranging non-investment products (i.e. life insurance and other protection products).
Register now to arrange your initial FREE on-line meeting
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