We provide an initial consultation to determine wether or not we can assist you in any area of your financial life. This initial consultation will be free of charge and you are under no obligation to proceed with any further with us should you desire not to utilise our services.
Our professional fees vary according to the precise nature of our engagement and may be based on:
· a fee charged by us to you for the preparation of a financial plan.
· a fee charged by us to you for the implementation of a financial plan.
· a commission/brokerage, bonuses and incentives from various product suppliers.
· a fee and commission.
The proposed basis of our charges and the details of specific charges will be provided to you at the time of entering into an agreement and after we are fully aware of the nature and scope of our engagement.
