One of our fundamental principles is ‘Clients First, Always’. This means always being open and transparent with every client, including about the way we are paid for the work we do.
Put simply, we do not take commission for any of the products or investments we recommend. We work only for our clients and, as such, when we begin working with you we quote a fixed project fee based on your specific situation.
Our hourly fees are £200 for financial planning services, and £35 for general administrative tasks.