Personal Financial Services
Giving you a personal choice about how we work with you to achieve your objectives
Our aim is to ensure you have personal choice when agreeing how we are paid and to ensure our independence is maintained.
Where you engage our services to provide personal financial planning, we will not typically charge for our first meeting at which we will identify and agree with you whether or not there are areas where we can add value for the fees we will charge. We charge for the development of your financial plan and the implementation of this. There will also be a charge for ongoing reviews to ensure your personal financial plan continues to meet with any change in circumstances and general ongoing maintenance, for example to ensure continued tax efficiency.
All fees will be agreed with you in advance and you will have the option, where this is available through implementation, to offset fees by way of product commissions/deductions available to us.
for more information on our charges, please contact us or request a call back
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