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. Full details of our standard fees with working examples can be found in our client agreement.
Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.
If we charge an hourly rate for work undertaken, this is currently charged as follows: Directors and Senior Advisers hourly rate: £150.00. Administration staff hourly rate: £75.00. Time is charged by the quarter hour.
We will provide you with an indication of the number of hours required to complete any work agreed once we know the scope of work to be undertaken. Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.