We offer an initial meeting, without charge or obligation. Once we have established how we can help you, we will inform you of the costs associated with the work involved before proceeding.
Your objectives dictate the beginning of your advice journey and your initial meeting will be used to focus on the areas of financial advice you require assistance with.
As we develop our relationship we will gather information about you, your family, your goals and any existing assets you may have, to help us build an overall picture of where you are now and where you wish to get to.
To help you understand what goes on “behind the scenes” we have laid out the key considerations and planning processes in some of the main areas we specialise in:
We are one of the very few IFA practices that detail our fees on our website because, whilst we may not necessarily be the cheapest we feel that offer good value for money and that the benefits outweigh the costs.
We also believe in being open and honest and feel that you should have the opportunity to shop around and compare costs before you buy.
What do you get for your money?
Once we have agreed to work together, the typical advice journey can be broken down as follows: