ABOUT
Our Approach to Financial Planning
Our work is all about our clients.
Our work is all about our clients. By listening and understanding what you want from your future, we can create a carefully tailored financial and life plan.Â
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and across our experienced teams.
Our fees
We make sure that our approach to fees is fair and transparent. We’ll always explain our fees, put them in writing and agree them with you before we start any work. We do not charge for an initial meeting; but if you ask us to give you financial advice, we’ll charge you for that.
Before you become a client, you’ll be given our Private Client Agreement: this outlines our fees in detail and includes a typical example. Fees can either be paid to us directly; or, in most cases, we can arrange for fees to be taken from your existing investment via the product or platform provider. Details of this will be clearly shown on your valuation statements.
Our Awards
