- No charge for our initial meeting.
- No charge for Preparation of a Financial Plan.
- Ongoing Annual Service Fee of between 0% & 0.5% depending upon size of your investment portfolio.
- No charge for arrangement of Life Assurance, Income Protection & Serious Illness Cover as we earn a commission from the insurance provider.
We may agree a flat fee with you at the outset of our relationship or a fee which we may charge on an hourly/daily basis. For this fee we will source the most suitable product(s) for your needs from the broad marketplace. Some of the products which we might recommend will result in us being paid a commission by the product producer, the amount of which will be disclosed to you.
Our Company does not charge a fee to arrange a mortgage protection ,life assurance , serious illness or income protection policy on your behalf as we receive commission from the Life Companies .Where an annual trail related pension commission is paid we will; on an annual basis, contact the Client to review their fund.