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How we are paid


Via Charges for Initial Advice: We charge for our advice by way of an Adviser charge. This charge is based on a percentage of the amount you invest. We offer you an initial consultation at no cost to you at which we will describe our services more fully and explain the payment options. You will pay for our services on the basis of fees (for investments) or commission (for insurances) or a combination of fee and commission (for mortgages). We will discuss your payment options with you and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid.

Via Charges for ongoing support: We provide you with ongoing support following any initial advice by way of an ongoing adviser charge. This helps us to support you in achieving your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost and different levels of our support facility both initially and throughout our relationship with you.

Click here to download our Client Advice Agreement Pension Investment Protection
Click here to download our Client Advice Agreement Mortgages
Click here to download our Client Advice Agreement Equity Release
Click here to download our Client Support Agreement in PDF format


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