On receiving your enquiry we invite you to come to our offices for a preliminary meeting. Please note the office is on the first floor and if stairs are a problem - please let us know and we can make alternative arrangements
First Meeting
The purpose of this meeting is firstly to establish whether we are able to assist with your needs and help you meet your objectives, and secondly to discuss how we would be paid for our counsel and services once you have instructed us to proceed. There is no charge for this preliminary one-hour meeting, and no obligation on either side.
Our Fees
We work on a fee basis, either at our standard hourly rate or for a fixed fee for an agreed plan of work. At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made. Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs.
Commission
Where we move on to implement the financial plan by arranging, for instance, a life policy or pension plan, any commission payable by the provider is yours to decide what to do with. We can
- reinvest the commission to reduce future charges
- repay commission to you where allowed
- use the commission to offset our fees
We will always tell you about any commission available - so you decide what to do with it.
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