As our company name suggests we wish to work with you with absolute clarity as to how and when you will pay for the services we provide.
We work predominantly on a Fee Basis. The only payments we will receive from any investments or plans under our advice are those “Adviser Charges” agreed with you as a preferred method of payment.
Our Advice Process
- Free Initial Meeting at your home or place of work
- Receive quote for Advice Fee of £375-£875, depending on complexity. Decide to engage as a client
- Receive Report with our advice and recommendations
- Follow-up meeting to discuss the content and decide, should you choose to do so, if and when to implement any recommended actions
- Proceed to implementation, usually with a fee based on a percentage of the Investments
- Ongoing Service at a cost of just 0.5% per annum of investments under our advice
We are flexible and every client’s requirements are unique, however we will typically work on the above basis.
Call now for an Initial Chat: 020 8660 2397
We offer an initial meeting at no cost to you and without obligation, to discuss your goals, aspirations, existing financial position and how we may bring some help and clarity. If you wish to meet, please contact us to arrange a convenient time.