Your first meeting is an initial, no-obligation discussion about your needs and how we might help you. It's an opportunity for you to understand more about us, and about how financial planning could add value to your life. This meeting is offered at our own cost, to help you decide if you'd like to work with us.
Our initial advice service is designed to get you set up with a financial plan you can be confident with. This is all about listening to you, considering your priorities, and finding the best way to work towards your goals. Initial charges are typically payable for new clients to set up your financial plan and are subject to minimums.
We’ll always be clear on the cost of our advice. Our charges will be agreed with you before any chargeable work is started and before you make any payment to us. Our initial charge is based on a percentage of your agreed assets under advice and in certain circumstances may be subject to VAT. If this is the case, we’ll let you know in advance.
Now that we’ve worked together to put your initial financial plan in place, how do we make sure it remains on course to reach your objectives? By taking up our ongoing financial planning services we’ll help you keep a clear view of your financial plan, review your goals and make sure things are on track – whatever your circumstances.
Ongoing financial planning is all about tailoring things to you as an individual.
All of our services offer:
We have a team of specialists who work alongside your financial planner at both the initial advice stage and throughout your ongoing reviews, to provide a variety of services that supplement your financial plan.
These services are charged for separately to your financial plan, with the cost depending on how complex the work is - estimates will be provided once we’ve discussed your needs with you.