e work with clients on a fee only basis.

Obviously, because you are unique, so are your problems and goals. This means that the costs and fees involved in working with you will be unique to you. Once you have completed the Discovery Process, we will be able to tell you the cost of commissioning a Wealth Management Plan. This will be a fixed fee. Within the plan will be a fee schedule that sets out all the fees that would be payable when you implement the plan though us.

As we do not take commissions when you use the fee only service we will tell you any commissions that may be payable and you can decide if you want them rebated back to you directly, or rebated into any product that we are setting up.

We don’t hide our fees nor charge hourly rates so you can be sure we are working efficiently for your benefit, not ours. We are committed to paying all commissions straight back to you – we don’t take a penny. We are independent, not tied to any lender, broker or bank and only advise you on what will suit you best, not what pays the most commission. Please take a moment to read through our other commitments to you.