Our Proposition

First meeting to discuss your needs and services

No charge

Provided at our cost

Fact finding meeting to understand your full financial picture and risk profiling exercise

No charge

Provided at our cost

Recommendation report and follow up discussion

An agreed commitment fee which will be offset against your set up fees should you choose to go with our recommendations

Finalising your financial plan

Remuneration agreed with your Financial Adviser as detailed in the report and earlier meetings

Going forward

As a client of ours we will offer pro-active ongoing reviews and advice - the most valued part of our service.

Download our latest service commitment  

Meet our people