Financial Advice fixed fees and how we charge our fees.
Transparency of fees is our simple model.
We do not wish to overload you with lots of paperwork, if the works involved are non-starters - we will initially send you an email with a description of the work to be done and our proposed fees. To give you choice and enable you to get the best value service for your money, we offer 4 pricing options, allowing you to save up to 25%:
Your Options |
Non Face to Face Fee (paid up front) |
Non Face to Face Fee (paid on completion) |
Face To Face Fee (paid up front) |
Face To Face Fee (paid on completion) |
Discussions/Meetings |
Telephone/Webcam/Email |
Telephone/Webcam/Email |
Personal Meeting |
Personal Meeting |
Advice/Reports |
Telephone/Webcam/Email |
Telephone/Webcam/Email |
Personal Meeting, Hard Copy + Email Copy |
Personal Meeting, Hard Copy + Email Copy |
Application Forms |
Telephone/Email/Post |
Telephone/Email/Post |
Personal Meeting, Hard Copy + Email Copy |
Personal Meeting, Hard Copy + Email Copy |
Policy Documents |
Post |
Post |
Post |
Post |
Discount |
Saving you 25% |
Saving you 15% |
Saving you 10% |
|
New Plans:
Existing Plans:
How other advisers work:
WE DO NOT WORK THIS WAY: