Q: How much do you charge for your advice service?

A: The value in what we offer you is our advice and guidance. The charge for this work is based on the number of hours it takes us to complete our advice for you. Our hourly rate is £200. Vat may be added subject to the outcome of our advice.

You will be clear on the likely total cost of our work before we start.

If you act on our advice we also charge you an implementation fee which is subject to the financial arrangements we complete for you. This is clearly explained in our business terms and conditions.

We consider this to be the most straightforward and transparent charging structure we can offer you.

Q: Do you charge for an initial meeting?

A: No.

Q: What type of people do you deal with?

A: A lot of our clients own their own companies or are retired from business. This said, we will advise anyone who wants our advice service (provided they are prepared to pay for it!).

Q: Do you travel to see new clients?

A: Yes we do, mainly in the South West, the Midlands, London and the South East but we will travel to any part of the UK to meet clients.

Q: Are you independent?

A: Yes we are, passionately! We have no links or bias with any third party and believe that independent whole of market advice is indispensable. Independence is the backbone of what we do and core to our thinking and approach to financial planning and investment advice.


Call us today
01872 225885