Whilst we operate on a transparent 'fee for service' basis, we believe that good financial advice should pay for itself. Our advice documents normally include an 'outcomes benefit statement' which articulates any financial benefits (not investment returns) derived by the client from our financial advice.
Below is a guide to the various fees that may be charged for different aspects of our professional services. As every client's situation is different, the fees detailed below cover all types of situations and therefore may not all be applicable to your situation. It is important to note that fee estimates will be individually quoted for your situation and will be fully disclosed in your Statement of Advice, Client Engagement Authority (CEA) and/or CEA Updates.
Should you disengage the Advice Process at any time after engaging our services, you will only be invoiced for the time incurred in working on your file.
Service fees for the various stages of the Advice Process are as follows: