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How we charge

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We believe in offering value for money service that adds value to every client we work with

We will always explain our fees and confirm them in writing before we proceed with any paid work. As a guide, here are the stages at which you can expect to be charged:

  • Financial advice: We charge a fixed fee based on the complexity of your situation and the time it takes us to prepare and present our advice.
  • Research and implementation: We charge a fee to cover the cost of implementing our advice.
  • Annual forward planning meeting and review: We charge a fee to ensure your financial plan remains suitable for your needs, circumstances, goals and aspirations.

We will never charge you for an initial meeting or phone call. We offer our initial meeting completely free of charge. After all, it is simply a chance for us to get to know each other and establish whether we can help you. It’s also an opportunity for you to understand more about the services we offer. Conversation costs nothing!

To find out how we charge in more detail along with our service proposition, we’ve included our Guide to Services which you can download and read at your leisure.
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WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

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30+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
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Financial Planning

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Inheritance Tax

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Retirement Planning

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Protection Planning

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Investment Planning

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Mortgage Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

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WHAT OUR CUSTOMERS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

From our first meeting over 15 years ago the advice and the steps taken to achieve my goals were second to none. I can’t be more pleased with the progress made with all my investments.

 

 

Stewart (May 2024) 

 

David had been extremely helpful his advice had been invaluable. He is a true professional he works hard to seek the best possible outcome for his clients.

 

 

Hilary (May 2024)