Before you are engaged as a client, a financial adviser must tell you and make it clear how much they will charge you. It is part of the strict set of rules that we must follow. It is very important that you fully understand any fees we charge and we are more than happy to discuss these with you. We will breakdown any one-off fees and fees for ongoing advice.
Our initial consultation is usually free, if it is not, we will tell you this before the consultation and will not spring on you any surprise fees in the appointment.
Some financial advisers charge per hour, however, we usually charge a fixed fee or a percentage of the value of your investments and or pensions. We will outline this and make it clear before you agree to proceed with any of our services.
Due to the ongoing fluctuations in values of existing investments and pensions, we may not be able to tell you exactly how much you’ll pay but are able to give you an indication.
If we do take any commission from any product providers, we will make this clear to you before you agree to the product.
