Tel: 01895 637 121
How We Are Paid
We can work with investment clients on a fee basis. There are various ways the fees can be structured and these are shown in our “key facts about our services and costs” document. We can work with non investment insurance clients on a fee or commission basis.
Obviously, because you are unique, so are your needs and goals. This means that the costs and fees involved in working with you will be unique to you. As you will need to know the costs prior to appointing us, we offer an initial meeting at no charge to you in which we can assess your situation and whether we can add value.
When working on a fee basis we will write to you confirming the work we will carry out for you and the costs involved.
If you are paying a fee on the implementation of a commission producing product, we do not take commissions but rebate it back into any product that we are setting up. If we are taking commission you will receive confirmation of the commission payable. In some cases we can combine a fee and commission.
We don’t hide our fees so you can be sure we are working efficiently for your benefit.