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Charging Structure

We wish to be as open as possible about our charges and so will inform you of our fee structure during our initial meeting, once we have ascertained your requirements.

As from 31st December 2012 and the Financial Conduct Authority (FCA) ruling, Financial Advisers will be required to charge a fee for services, rather than including costs or commission within a product’s charges. 

This means we now have to charge a fee for our advice, which will vary depending on the size of your investment or the nature of the service we are providing. A charge will be made for the processing of your initial request along with an on-going service charge. However, there is no charge for our initial consultation.

For more information about services please see our 'service deliverables' document by clicking here.

Make an Enquiry

To find out more about our services please call us on 0115 973 7314.

Click here to enquire by email