Customer Service

Because we are Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available. Normally, we do not charge for an initial meeting with a potential client, because we consider this to be very much a listening and fact gathering exercise.

At our initial meeting we will discuss with you the way in which you will pay for the services that we will provide for you. We will provide you with a Key Facts Document and an FSA Menu, which details the various ways in which you can pay for our services.

We can be paid by either an hourly fee, a fixed fee, a percentage commission or an annual percentage commission, or indeed a combination of all four. We will explain to you the way in which each method of payment works, and exactly what you will receive from us for the fees or commissions that you pay.

Our fees and commissions are exceptionally competitive, but what is more important is “what you get for your money”. We believe that the service we provide is second to none.

The on-going advice and support that we give to clients, together with the regular portfolio reviews is certainly not commonplace in the industry!

Our Customer Sevices Policy >>