My aim is to provide you with invaluable financial advice and planning.
Our initial consultation is at no charge to you and at this meeting, I will spend considerable time getting to know you and your personal circumstances.
Though many firms have been highly creative in distracting clients from the true cost of their recommendations, professional financial advice has never really been free. As a professional fee based practice, I work with all clients on a fee-basis. Our fees are dependant on the nature and the complexity of the work being carried out.
I am very open and upfront about my fees; all my fees will be agreed with you in advance of any work being carried out (including structure, frequency and method of payment), or before any financial planning, advice and recommendations take place.
I will ensure I communicate clearly to you the cost of our ongoing advice, together with details of any associated investment and product charges.