Payment for Services

iStock_80591225_LARGEWe will charge you a fee for providing our advice and services, which may either be paid directly by you or deducted from any plans that we arrange on your behalf. The fees charged will be agreed with you prior to any work being carried out.

If an ongoing service is agreed with your adviser then an ongoing fee will also be levied. This fee will be agreed at outset as will the level of service you will receive for it.

Fees will typically be charged as a fixed amount, a percentage of funds invested or a combination of these. We can also work on a hourly rate if you prefer.

We may receive commission payments for the advising and arranging of pure protection policies and mortgages.