How we are paid

On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective clients needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

After the initial free consultation, we will agree with you whether you pay us a fee, or we are paid out of the cost of any financial product you buy (commission). Any commission we earn will be taken into account in working out our fee.

Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs. Our company is focussed on moving towards a 100% fee model during 2012.

Our fee charges are £150 per hour for Director, and £60 per hour for administrative services.

Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be made without prior notification in writing.