Our financial planning fees reflect the calibre of service provided and are explained in detail at the first appointment. Our typical fees are 1% initial and 1% ongoing. We offer different service levels based on the client’s financial requirements and no work is carried out without prior consent from the client.
Take a look at a couple of examples of the type of work we provide clients here.
All first appointments are no obligation and are at our cost. You can find details of what is involved in an initial meeting with a financial planner here.