Our process
Ongoing advice & oversight
We provide ongoing advice, helping ensure your strategy and investments remain appropriate as your circumstances evolve.
Advice & recommendations
We assess your position and provide clear, structured recommendations where appropriate via an Advice Report.
understanding your position
We build a clear picture of your current arrangements, objectives, and what you are trying to achieve.
Fees
Fees will depend on your circumstances and the work involved, but typically consist of:
An initial planning fee
An implementation fee (where applicable)
An ongoing advice fee
All fees are discussed and agreed in advance, with no obligation to proceed.
Satisfaction guarantee
If you do not feel the advice provided has been of value, we will review any fees charged in line with the terms set out in our client agreement.
Deducted from portfolio
In most cases, fees can be paid directly from your pension or investment portfolio, rather than out of pocket.
VIEW full details
Full details of our services, how we work, and our fees are set out in our client agreement.
