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Our Fees

Our aim is to make our fee structure understandable and transparent from the outset.  We are a fee based service and being wholly independent we earn remuneration either:

  • on a fixed fee basis

And / or

  • from commission payable by the product provider.

Our fees are dependent on the nature and complexity of the work carried out. All our fees will be agreed and confirmed with you in advance of any work being carried out or advice given. If the service we provide results in the arrangement of a financial product and/or investment and initial commission is available from the provider of that financial product or investment, you will be given the option to:

  • offset the commission against our fee;
  • reduce the product charges and pay by fee only;

For details about our costs and services please click on the links below.

About our services and costs Heritable Financial Planning

About our services and costs Heritable

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