After conducting an initial assessment of your situation, at no cost to you, and explaining our services, we will decide if we should work together and if so, we will then:
- Agree how we will implement any initial planning
- Agree the frequency of subsequent planning and review meetings
- Agree how you will pay for implementation and ongoing service, via either one off fees, retainer fees and\or pre-
- agreed payments taken from your investments
We do not receive commission from any investment and pension products or providers, but we will receive commission for implementing insurance and mortgage products.
Please click below to read our service and remuneration agreements (SRAs):