Our fees

Our clear and flexible approach to charging

Our specialist financial planners are committed to ensuring that you receive value for money.

As with all financial planning services, there will be charges for putting together and executing your financial plan. However, we promise that:

  • Every initial meeting is at our expense, not yours. The only thing we ask you to spend is some time thinking about your financial situation and goals
  • All fees are agreed with you up front and before we commence any work
  • Our initial and ongoing services are clearly defined, along with the fee for delivering them
  • We will offer capped or fixed fees for initial services, if this is your preferred approach.

Are you ready?

If you would like to start planning your financial future, contact us today for a free, no-obligation meeting.