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.

Clients can choose between the following methods of payment:

• By remuneration from the provider of investments, pensions or protection. This is often on the basis of a percentage of the amount invested, and is always agreed with the client before any commitment.
• By fee. A fee agreement would be drawn up detailing the work to be undertaken and the fee required, often in phased stages which can be approved by the client as work progresses. Chargeable work will not start without the client’s express approval.
• By both fee and remuneration from the provider, in cases where the remuneration would not be sufficient to cover our costs.