Costs of Our Services

We always aim to provide real and lasting value for money.

Our advice is not free. The cost for our advice will be paid for out of your investment. Details of the charges we make for our advice and how it is paid for are set out in the ‘Key facts about our services and costs’ document you receive. The advice charges will also be discussed with you and the specific amount charged will be provided on the personalised illustration you receive.

You can download our standard Services and Cost Disclosure Document here.

The initial Discovery meeting is always held without obligation.

Following this first meeting we will write to you with a detailed letter describing the specific services we will provide and the outlined costs / fees for these services.

Costs of your services are broken down into two distinct areas of advice and Implementation.