Fees

Long term approach. Fees not commission. 

 

We recognise that whilst you may have an immediate requirement to complete a project or regain control of your affairs in the short term, the chances are that you will need to work with us regularly in the future to keep matters under review.  Our charging structure reflects our desire to work with you over time to help you achieve your long term goals. 

 

For many years now we have recorded the time we spend working on clients' affairs and so have an accurate picture of how much it will cost to complete a particular piece of work. We will quote you in advance for any project we undertake so that you are in complete control throughout the process.

 

In many cases, a commission is payable on an investment or policy we arrange for you and this can be offset against the fee we charge - sometimes this commission will cover the entire cost of the exercise. Alternatively, we may issue an invoice which may be paid by you personally, your company or perhaps even your pension fund for maximum tax efficiency (if we have been dealing with your retirement planning for example).

 

The process outlined applies to both project work and ongoing review and monitoring.  Every client is different and needs a personal approach so simply pick up the phone and speak to one of our advisors to find out more.