Our fee structure
We offer a FREE one-hour initial meeting which can be held in our office, online or by telephone.
Making sure we're the right advisers for you
We will invite you to fill in some basic information using our online platform, to give us an idea of your current circumstances before the initial meeting
At that initial meeting we will explain how we work, the services we offer and our charges. You are under no obligation to go ahead and use our services after the meeting. It’s an opportunity for us to discuss your circumstances and for you to decide whether we are the right Independent Financial Advisers.
We won’t keep calling you after the meeting, that’s not how we work. We will drop you a line to confirm what we discussed and then it’s up to you if you want to take things further.
More information about our charges
For investment and pension work please see our Client Agreement for Investments.
For mortgage advice we charge a fee of £350 for researching the market and selecting a mortgage that best suits your needs. This is payable when we have completed our research. We will also be paid commission from the provider. Please see our Mortgage Agreement
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