OUR FEES

It is our philosophy to provide you with value for money and to give you the best possible information about the likely cost of any Financial Planning work we undertake for you. Our fees, which are agreed in advance, may be calculated in a number of ways, depending on the type and complexity of the work we are to undertake and the level of expertise required.

Initial meetings may be carried out at our expense, during which we can agree the work required and provide you with details of the fees payable.

We would be happy to discuss individual requirements with you without obligation and to provide an estimate of our fees before commencing any work. In many cases the amount of tax saved or the benefit gained will far exceed the fees payable.

Please see our Rate Card April 2011 for details of our current fees.

Please do get in touch for more details.