On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
After the initial consultation we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.
Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.
On mortgage and insurance products, you may choose whether we are paid by commission or fees. Whether we take our remuneration by way of commission or fees for mortgage and insurance products will be a matter of discussion and agreement. No charges or fees will be made without prior notification in writing.