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How we are paid
Our initial preliminary meeting is to establish where we can work together and the best way to go ahead. There is no charge for this preliminary meeting and no obligation on either side.
Our standard fees for investments or pension moneys are a one-off amount of 3% of the amounts invested, and thereafter, 0.6% a year.
Our fees can be invoiced to you, but are more often met out of the cost of any financial product you buy. Insurance providers and investment companies usually offer to pass commissions to us, (which they take from the product) and if you choose, we can accept these so there is nothing for you to pay us directly.
Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be taken without prior notification in writing.