We have adopted a transparent pricing model, whereby all fees are outlined in detail and are subject to your sign-off before we proceed any further.
There are two types of fees we charge.
Initial Advice Fee
The first type of fee we charge is an Initial Advice Fee which is for all the work associated with establishing your initial strategy. Our team spend considerable time modelling, analysing and testing various strategy options with the aim of presenting the strategy options that are best suited to your circumstances whilst helping you to achieve your goals and objecvtives. This Initial Advice Fee is calculated by accounting for the complexity and the breadth of the advice provided.
Ongoing Advice Fee
The Ongoing Adviser Service Fee is the amount we receive for implementing our ongoing service promise to you. We aim to support you on your journey to financial security and peace of mind, holding your hand and guiding you where necessary. Our job is not only to make recommendations to you but also to look out for opportunities and to sit down with you on a regular basis and help you gain a better understanding of your portfolio as well as to support you through any difficult times you may face.
Both these amounts can be collected using a number of methods, including: via a credit card payment, via a direct debit or where possible through the recommended product depending on the product issuer.