After our initial meeting with you, should you wish to begin using our financial planning services, we will provide you with a ‘service agreement’.
Our financial planning fees are normally agreed on a fixed amount so you know from the outset what costs are involved, all of this will be made crystal clear at the outset of our relationship.
Our fees can be paid through the product provider, known as an ‘adviser charge’ or by direct payment from the client.
Independent and transparent financial planning fees
Fees are always adviser charges, whether they are paid via the provider or directly by cheque. We are always 100% transparent about our fees and we also believe in providing the best value for money for our clients, independent of our fee arrangements with product providers.
Our contract with you is to always provide you with the best options for your needs and to work towards your financial goals.
To find out how we can assist you, use our contact form here.