- We offer an initial meeting with one of our financial advisers at no charge
This is to help you to assess our services and to identify if there are ways that we can assist you to achieve your objectives
- If you choose to use our services we charge for our advice on a ‘fee for service’ basis
– This means you can be confident our advice and recommendations are made in your best interests
– The level of this fee depends on the type of advice that you are seeking as it is based on an hourly rate (the rate applied depends on the seniority and experience of the financial planner that you are working with)
– Prior to carrying out any work on your behalf we will discuss with you the likely fee range and provide you with a written fee estimate
- We also charge on a ‘fee for service’ basis for our ongoing advice and services
– We work with you to tailor an ongoing advice and service package to your requirements and charge an agreed fee for our services
– The level of this fee depends on the types of services that you require
- Our objective is to ensure that we provide high quality, professional financial planning advice that represents value for money while ensuring our fees are competitive, transparent and easy for you to understand
Our Financial Services Guide provides a full explanation of our fees and charges.
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