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
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.
There are occasionally exceptions to this when there are finite
pieces of work which are required.
For management of an investment portfolio only we have a scale
of fees for use with our PortfolioOptimiser system.