We offer an initial discussion at our cost and with no obligation from your part.
Following our initial discussion if the decision is to proceed with our services there is a cost for our advice. This could be paid as a fixed fee that is appropriate to the work involved or if preferable the fee can be deducted from your investments.
All clients and requirements are different and when we meet we will take the opportunity to agree a budget with you. All fees will be agreed with you at outset and no charges for fees will be made without prior notification in writing.
Typically our charges would reflect the following:
Initial Advice Fee
Work involved in analysing and researching your existing investment where applicable and implementing a suitable investment strategy.
Ongoing Advice Fee
Once your plan is in place we will continue to monitor your investment and advice you on a regular basis. Through our Discretionary Fund Management Partners we can assist you with tax issues that may arise in your investments and prepare the information needed for tax returns.
