Our Charges

Independence of thought through transparent remuneration

As independent planners, should a financial product be required we are able to select the most appropriate solution from across the market. We believe this independence is to the benefit of our clients but of far greater importance is our independence of thought which derives from the fact that we are not solely remunerated through product sales. We do not charge for our initial meeting and will agree with you before we start work what basis we will be paid on whether that be Fee, Fixed Fee, Hourly rate or percentage of assets.