How we are paid

Initial meetings with new clients are without obligation as we both need to be sure that we can work together in the longer term.

The costs in providing a quality financial planning service for our clients are significant in today’s highly regulated and demanding climate. In most cases we are able to offer a fixed fee largely based on time spent and disbursements relating to clients’ affairs.

In every case the basis of remuneration will be discussed and agreed with you before we undertake any work on your behalf.