Our Fee Structure

  Our aim is to make our fee structure understandable and transparent from the outset. 

We are a fee-based service.  Being wholly independent we can earn renumeration either from fees calculated on an hourly basis or on a percentage of the sum invested.

The fees we earn will be dependent on the nature and complexity of the work carried out and the advice given.  If the service we provide results in the arrangement of a financial product, such as a mortgage, and/ or an investment plan, you will be given the option to offset our fee against the procuration fee received from the lender, or to reduce the product charge by paying the fee directly yourself. 

All our fees will be agreed and confirmed with you in advance of any work being carried out and the advice given. 

Please click below to see our Terms and Conditions.