Telephone: 01943 871627  



We want you to know how you pay us. No hidden fees, and no surprises.

We are committed to total transparency when it comes to paying for our services.


Our first meeting will always be free and without any obligation.


Fees will be calculated based upon the time spent, the complexity of the work and the experience and qualifications of the person involved.


We will ALWAYS agree with you how we will be paid for our services before we commence work, and will always confirm this in writing. We will also explain the options for how fees can be covered. e.g. it might be able to be paid by way of a deduction from the product fund by way of an ‘adviser charge' or by direct payment.


We are always cost conscious and we continually review the way we are paid to ensure that it remains in keeping with the range of services we are providing.


For more information please get in touch.

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