How do we get Paid? 

Many clients have said to us that they feel confused about the way in which Financial Advisers get paid. Generally speaking, confusion leads to concern and mistrust which in turn often leads to people avoiding looking for advice in the first place due to concerns over costs.

With that in mind it's important that our potential clients understand exactly where they stand if they approach us for advice, so here are the key points regarding how we are paid:-

1. Our initial meetings with clients are always at our expense. There is absolutely no pressure to continue the relationship after this initial free meeting, and sometimes clients get everything they need from this first meeting at no expense to them; 

2. By the end of the first meeting we will both understand whether you need our help and to what extent. This will allow us to give you an accurate idea of what our advice will cost and fully explain the payment options, the choice is then yours;

3. Our clients NEVER pay any fees without agreeing in writing that they should be charged;

4. Should we carry out chargeable work, we can be paid in three ways:

a) We can charge a fixed project fee for a particular piece of work;
b) We can charge an agreed percentage of a new investment;
c) You can pay us an agreed hourly rate for our work.