How we are paid
Our Financial Planning process can be summarised in three stages:
Advice Stage
Implementation Stage
Ongoing Review & Support
We offer fee based services, based according to your needs and wishes. Fees will be agreed at the outset, and could be due for the production of a financial plan, for investment advice or for helping you plan for retirement.
The fee amount depends on the complexity of the work involved and level of expertise required. We will agree this with you and explain our services before any fees are incurred.
Fees can be calculated as a percentage of the assets on which we are advising or investing for you. Alternatively fees can be charged at an hourly rate.
Our services are paid for by either:
a Fixed one-off charge
a Percentage of the portfolio to be invested
Occasionally remuneration may be received in the form of commission paid from a product provider and this will reduce our fee accordingly.
