Our service is FREE for the initial consultation
If appropriate, and after agreement of need and value to the individual, the Financial Adviser will then offer to work on a charged basis in one of a few ways. For example:
● An hourly rate - This will vary based on the advice provided and will be agreed up-front
● A small percentage - With ongoing investment management, you may be charged a percentage of the overall value
● Fixed fee - For a fixed fee for one-off services such as transferring a pension or buying an annuity
● Commission - This may apply to products such as insurance or mortgages.
Your adviser will discuss with you in detail the likely costs whichever route you choose to take and they will not commence work on your behalf until you have agreed what would be best for you.