How we charge


All initial meetings are held free of charge.

No charges for building your financial plan, implementing changes and our ongoing services until the fees for that work has been agreed with you.

Clients have the option of paying our fees in a variety of ways. Payment can be made by commission in respect of any non-investment products arranged.

For more information on our fees and how you may pay them, please contact a member of our team who will be happy to answer your questions.