Our fees
We’re always open and honest about what we charge for advice and the value our work can provide
Delivering a personal service
We know how important it is for a financial planner to be transparent and honest. That’s why we’re clear about how we charge, and all fees will be agreed on at the first meeting. This allows you to feel safe in the knowledge that there will be no hidden costs along the way. We don’t charge for the initial meeting as this is where we figure out if we can work together. Subsequent meeting are chargeable, full details are provided in our Terms of Engagement document.
The value of financial advice
You can’t put a price on how you feel when you achieve financial freedom. The benefits of having a financial planner to lead you on the right path are paramount to this, and the fees you will pay when working with us reflect the quality of service that we provide.