How we are paid
On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the needs and objectives of the client and secondly to discuss how we would be paid for our services should we be instructed to proceed. This preliminary meeting is without cost or obligation.
After this initial consultation, we will agree with you how we shall be paid. Our investment services are fee based with our remuneration always agreed in advance and either paid by you or out of the cost of any financial product we arrange on your behalf.
We are paid on a commission basis for the sale of insurance products. For more information about our charging structure, please refer to our Legal Information.
No charges for fees will be made without prior notification in writing; you will never be faced with a bill you were not expecting.