how we charge

We firmly believe the best way to create an open and honest relationship with our clients is to be transparent with all our fees. We take pride in delivering the highest quality advice and we charge for this service, based on an hourly fee.

Initial advice

The first introductory meeting with one of our experienced financial advisers is at our cost. All initial advice is then charged on an advice or cost basis, with a fee quotation provided before commencing work.

Once you become a client

We will quote you an advice fee, based on our adviser’s assessment of the complexity, and time involved to both advise and prepare a comprehensive written financial plan.

An ongoing financial planning and advice fee entitles you to receive additional services and advice by becoming one of our Private Client Service members.

We deduct fees from your investments or we can invoice you direct. All of our fees are fully disclosed and agreed upon, before we provide any advice.

You must see value in what we do

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