FAQs
No, as nearly all of our fees are not subject to VAT. In the rare circumstances where VAT is chargeable, we make sure to inform you in advance.
The vast majority of our fees are agreed in advance and are not paid via commission. The only exception to this is with certain insurance policies, which are still paid via commission. However, this is disclosed far in advance of any policy being agreed.
Our initial consultation is at our expense and there is no cost to you. It provides a great opportunity for us to find out more about you and what you are looking to achieve. It also gives you a chance to find out more about us and how we work.
We understand the importance of offering competitive fees that allow us to provide effective financial advice that delivers real value to our clients. Each year, we undertake research looking at the financial advice market to ensure these remain competitive and great value for our clients.
The majority of our clients will pay a one-off initial fee for our advice, producing and implementing their financial plan. We also charge an ongoing advice fee to provide our ongoing service.
We believe our fees compare well to those of other advisers and planners. Our advice and ongoing service are designed to bring real benefits and value. While we are not the cheapest, our fees allow us to provide outstanding financial advice in a sustainable way over the long term.
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