How Do We Get Paid?

Your initial meeting is no obligation and free of charge. Should you choose to proceed we are happy to work on a fixed charge basis if you wish. Should we need to recommend a product to meet your needs, any commission paid by the product provider can be used to offset our fees-the choice is yours.

All charges are stated at outset and you will only proceed if you are happy to do so.

Financial Plan
This includes a lifetime cash flow analysis and forecast of your finances, recommended solutions and strategies to be implemented.

Implementation
As a result of the research undertaken, a product(s) may be required to meet your needs. An agreed fee will be charged to cover full administration and set up costs.

Ongoing Service
We strongly believe that our advice can only be relevant if it is on an ongoing basis. Should you choose this service, an agreed fee will be charged.

Please note that ongoing fees can also be offset by any commission that is paid to us by the product providers – the choice is up to you.

Other services can be negotiated on an individual basis.