Our Remuneration

We charge for our services by one or more of the following:

  • Hourly Time charge
  • Percentage of Funds Invested
  • Fixed Fee
  • Commission
Please remember that the initial meeting is generally FREE OF CHARGE as that is the time spent by both parties deciding upon whether they would like to work together! It is also at this time that we can briefly assess and identify your needs, advise on the best course of action and give an indication of fees which we would agree with you before undertaking any work on your behalf. We reserve the right to alter our charges periodically in the light of inflationary changes.

Pension Splitting

One of our specialist skills... should you need our help we can deliver simple and effective results!

Lifestyle Planning

Helping clients to identify, achieve and MAINTAIN their desired future lifestyle...

Full Financial Plan

Advising upon and implementing specific investment, pensions and life assurance products.