Guide to Our Charges for Business and Corporate Clients

Our Charges will vary depending on the type, amount and frequency of work we are carrying out on your behalf. This is because we charge different rates depending on who does the work and what qualification level is needed for this. In other words whether an administrator, paraplanner, adviser, senior adviser or Chartered Financial Planner is involved.

We will usually provide an initial meeting with one of our Advisers at our expense so that we can find out exactly what you are looking for and see if we can help.

Following this meeting we will be able to give you an idea of the likely costs that will be incurred so that you can decide whether or not to use us.

In the main we operate on a fee charging basis but where protection products are involved we may still receive some form of commission. The amount of any commission is always disclosed and can be offset against any fee charges.

Our business clients often choose to operate on a retained basis so that they are guaranteed regular access to an adviser for their employees at their business premises. This can be a cost effective process for employers so do please ask for further details.