The first meeting is free and without obligation, to establish rapport & understanding. Further cost may be met by either fees or commission, (depending on the nature of the product or service) or a combination of both by mutual agreement.  From 1st January 2013 commission is generally no longer available on investment and pension products and services and therefore our fee structure will apply.  For more information please see the PDF Client Agreement below.

You will be made aware of any costs before those costs are accrued and any commissions or procurations fees payable before any work is done on your behalf.

We take pride in providing an excellent service bespoke to our Client’s needs that is underpinned by over 40 years of combined  Industry experience.

Investments and Savings

Regulatory Documents:

GDPR Privacy Notice
Client Agreement and Costs

If you need to know more about regulation please go to the Financial Conduct Authority website at:

Contact Us

If you would like to discuss any of the above in greater detail please contact us to arrange a free, no obligation initial meeting or to discuss your arrangements further over the phone.