Not all firms charge for advice in the same way ~ we like to be as flexible as possible to suit your individual circumstances.

 

Our approach to how we are paid ensures a fair price for the value you receive, provides certainty and endorses our advice led approach to our work.

We work with all clients on a fee based arrangement and will agree with you a fee for all advice, projects and work undertaken, with this typically based upon the expected value of the work we are carrying out and its complexity.

We operate in this way because:

• It is not fair on either party for work to be taken on, without knowing what the price would be.
• We look to focus on the results and the value of our service, not on time and effort, which could achieve very little.
• We are constantly looking to demonstrate our expertise through spotting ways to save tax, improve cost savings, enhance potential investment returns, deliver high levels of service, save time & provide peace of mind.
• We have the experience to price the work that we do fairly and correctly.

Before we commence any work on your behalf, and once we are fully aware of the extent of the work you wish us to undertake, we will quote a fee to you.

You can then decide whether you wish to employ our services and instruct us to work on your behalf.

Some products we recommend may, as part of their product design, pay us commission when you buy that product. If this is the case, we will pass on the full value of that commission to you by reducing our fee, reducing your product charges, increasing your investment amount or refunding the commission amount to you.