On receiving your enquiry we invite you to come to our offices (or if this is not possible at your place of work or home) for a preliminary meeting.
First Meeting
The purpose of this meeting is firstly to establish whether we are able to assist with your needs and help you meet your objectives, and secondly to discuss how we would be paid for our counsel and services once you have instructed us to proceed. There is no charge for this preliminary one-hour meeting, and no obligation on either side.
Our Fees
We work on a fee basis, for a fixed fee for an agreed plan of work. At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made. Fees will usually be based on time spent and evaluated on the type of work that we will be carrying out for you.
A break down of our fees can be found in our Key Facts about the Cost of our Services document and our Terms of Business.
Commission
Where we move on to implement the financial plan by arranging, for instance, a life policy or pension plan, we may be paid commission by the provider, usually an insurance company or an investment house for the successful placing of business. We will always tell you about any commission we earn, and it will be taken into account in working out our fee.
This is explained more clearly in our Terms of Business.
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