We use a fee-for-service structure, which means the amount you’ll pay for advice depends on the level of advice you need.
So, in order to get down to the ‘nitty-gritty’, we’ll need to get to know you a little more first to fully understand your needs.
That said, you’ll only ever pay for advice once a quote has been provided and you give us the go ahead.
No hidden costs, no dipping into your investment earnings and no surprises is our promise to you.
What type of fees can I expect?
We charge two types of fees. One to develop your strategy and implement this advice and the other to provide ongoing support.
While we provide one-off advice, in most cases we work with our clients on a regular basis to ensure their strategy remains suitable to their needs.
Either way, we’ll let you know the cost for both these fees upfront. When we say no surprises, we really mean it.