Our Fees
Our income is derived from agreed fees, disclosed commission or agreed annual retainers.Following our initial meeting we will agree with you your preferred method of paying for our services.
No charges for fees will be made without prior notification in writing and we will always tell you about any commission we earn, as it will be taken into account in working out our fee. If you choose to pay for our services on a fee paying basis we will discuss the charges with you following our initial interview and agree the total fee payable and method of payment.
Commission is normally paid to us by a provider, usually an insurance company for the successful placing of business. The commission is included within the providers normal product charges, so there is nothing you need to pay us in addition. If you choose to pay by fees it is possible to offset commissions received against fees due.
Our annual charge for other services will be agreed in advance commensurate with the time spent , for example in reviewing each clients portfolio of investments, asset allocation etc.
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