What it Costs

After an initial telephone discussion, a first meeting is free of charge and usually takes place at the client’s home where all the necessary information will be to hand. At that meeting, we establish the client’s present situation in detail and assess the scope of what needs to be done. We will then be in a position to quote.

For investment or pension advice, clients can normally choose between the following methods of payment:

  • By an advisor charge taken from the investment.
  • By fee payable by the client
  • By a combination of both of the above

No chargeable work will commence until the client approves the quotation.

The Abbott Clarke Partnership Ltd is authorised and regulated by the Financial Conduct Authority and entered on the FCA register ( under reference 564807

The information and content of this site is directed at UK consumers only and is subject to the UK regulatory regime.
Registered office: 7 Elmhurst Close, High Wycombe, Buckinghamshire, HP13 6DL Registered in England No. 06667115

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