How we are paid

On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective clients needs and objectives, and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

After the preliminary "Discovery" meeting our typical charges would be as follows:

• Bespoke Personal Financial Plan - £500
• Review & Implementation Meeting - No charge
• Ongoing Relationship - 1% of Assets under Influence
• Arrangement of Investments:
  - 3% of first £250,000 invested
  - 2% of next £250,000 invested
  - 1% of all further investments
• Arrangement of regular contribution pensions and products involving insurance - £1,500-£10,000