How We are Paid

For investment and pension work please see the client agreement.

For mortgage advice we charge a fee of £350 for researching the market and selecting a mortgage that best suits your needs, payable when we have completed our research. We will also be paid commission from the provider.

We always offer a FREE 1 hour initial meeting if held in our office, via Skype, telephone or email.

At that initial meeting we will explain the services we offer and how they work, we will also discuss our charges with you. You are under no obligation whatsoever to go ahead and use our services after the meeting.  It’s an opportunity to talk to each other and for you to decide if you think we are the right Independent Financial Advisers for you.

We will not 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 you call us back to make a further appointment to take things further.

Want to know more?

Call us for a friendly chat on 01257 233023 or email: or Join our mailing list