Our Fees
When you purchase any product or service, value and cost are two of the most important considerations.
That’s why we have a clearly defined service proposition and a straightforward, transparent fee structure:
- We make no charge for an initial consultation
- Advice is charged on a fixed fee basis and costs are agreed with you following the initial consultation
- We provide an ongoing review service which is based on a percentage of investment value (0.5%-1.0%p.a. depending on frequency)
Our fees can be paid directly or we can arrange for them to be taken from a product. Any commissions normally payable can be used to offset our fees or to reduce product charges.
For more information about our fees and how our advice has added value for our clients, please view the document below:
“ I had a bundle of pensions from various jobs over the past 20 years plus PEPs/ISAs and various other investments that I'd just tucked away in a drawer. I also needed someone I could trust and someone who I felt understood my investment needs and had my best interests at heart. I found Neil to be extremely professional and and have found the ongoing, proactive client servicing to be excellent. I feel I am in safe hands - Mrs S, London ”
