How we are paid
Our initial meeting with you is to enable us to understand your requirements, explain our proposition and to establish if it would be appropriate to proceed further. For this there is no fee or obligation upon either party.
Consultancy work is undertaken on a fee basis either at an hourly rate or at a fixed fee, agreed in advance.
The fee for your wealth audit and "Strategic Plan for Life" is agreed (dictated by the complexity of your affairs) and payable in advance. There is no obligation to become a client at the end of this process.
We believe our Integrated Wealth Management and Portfolio Management Only fees are competitive and transparent. We only charge fees on the wealth we manage and our ongoing advice is an integral part of these fees.