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Fees and Charges
We agree costs individually with each client depending on the services they require.
Broadly, the charges follow a simple process.
Advice
Any work undertaken may be subject to a fee. We will assess the amount of fee on a case by case basis based on the skill required and the time involved. VAT is applicable.
Implementation
If you require us to arrange pensions or investment, we charge for the implementation of our advice. We normally take our implementation charge from your investment. VAT is not applicable. This is agreed with you before we transact.
Annual Retainer
We need to provide the review process you require. We also need to communicate with you throughout the year to ensure you are kept informed. This is covered by our annual service fee agreed with you on acceptance of our services. This fee may be by way of a fixed retainer or by a direct payment from the value of funds invested.
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"Let advance worrying become advance thinking and planning."
- Winston Churchill
