Our first meeting is free of charge and without obligation and the purpose of the meeting is to establish whether we can work together and you can receive value for money.
We have three seperate fees for the financial planning process.
The Strategy Fee: This fee covers the cost of the completing the information gathering and then completing a holistic report which will incorporate an initial financial plan.The fee will be agreed with you prior to starting any work before the fact finding meeting. The fee is a one off fee that you will be invoiced for directly and the amount will depend on how complex your situation is. This is where we develop a clear strategy with you that will define your vision of financial independance.
The Implementation Fee: The fee covers the cost of setting up any financial solutions that are recommended within the plan. If there are products involved you may choose to pay our fee through commission paid by the product provider, or we can invoice youdirectly. Regardless of the method, we will receive the same amount with any surplus commission being rebated directly into your plan.
The review fee: This fee covers the cost of ongoing servicing and portfolio management. As a minimum you will receive an annual update meeting where we will updateyour financial plan along with anychanges to your circumstances or objectives. We have 4 levels of servicing depending onyour requirements. A full list of the comprehensive service is available in the downloadable documents titled “Client Service Level Brochure”
No charges for fees will be made without prior notification in writing.
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