Like other professionals, we are remunerated by charging fees. Specific fee levels are determined based on the amount of work involved and case complexity, which we discuss and agree before commencing work. We believe in full transparency; any product-based commission will be rebated to the client account.
We provide Financial Planning and advice services to private clients, delivered in partnership with other trusted professionals. All of our solutions are tailored to your specific needs and we offer a regular review to keep you up to date and re-evaluate your Financial Planning requirements.
Our differentiated services - Financial Planning and Focused Advice - are structured to ensure you receive an appropriate level of advice to suit your particular situation.
Are you uncertain about your financial future or dealing with a major event such as a change of career, redundancy, divorce or bereavement? Perhaps you're nearing retirement and want to know exactly where you stand. Our Financial Planners have specialist expertise in Trusts and Trustee investments, pensions, inheritance tax mitigation, saving and investing.
Are you a Solicitor or Accountant looking to extend the breadth of your services by partnering with a like-minded Financial Planning firm? We work with a select number of professional practices to provide complementary advice and services. The success of these relationships is based on shared values and a strong focus on customer care.