Paying for Services

 
We generally charge clients on a fee basis. Sometimes it is possible for these fees to be paid wholly or partly from commissions received.

We offer an initial exploratory meeting of up to one hour free of charge so that you can come and talk to us and meet an adviser in person to see if our services would benefit you. At the same meeting we would ask for details of your current financial situation, expectations and aspirations so that we have an idea of your overall objectives.

We would then write to you with a schedule of work and an idea of the costs involved for you to agree before we proceed. A further meeting might then be necessary to elaborate on specific issues.

As we are interested in long-term relationships with clients we ask for a nominal retainer which is currently £45 pm in order to join our permanent client list.

Project Work

There are occasionally exceptions to this when there are finite pieces of work which are required.

Portfolio Management

For management of an investment portfolio only we have a scale of fees for use with our PortfolioOptimiser system.