By having a philosophy of "fair fee for service" we ensure that client's needs are our highest priority at all times and that we are structured to ensure the best quality service, at a fair price paid when we do the work and not before.
An initial appraisal meeting is held at no cost or obligation.
It is a chance to get to know each other and to determine the amount and complexity of the work required and so a quotation can be provided.
Financial Planning advice is charged at an hourly rate, which is dependent on the skills and time required for each task.
Investment Recommendations and Placements are charged at a fixed rate at the time of placing the investment.
On-going Investment Management and Recommendations is provided via Quarterly Management Reports. Proactive recommendations are provided on a regular basis.