Our fee philosophy
We’re upfront from day one
The way we work is simple, if we can add value, we are happy to advise. We charge for the time taken, which allows us to be totally focused on the client. This is entirely bespoke and will be dependent on the work involved.
Following the initial meeting, we’ll confirm the scope of our advice and then the fee. This way of working ensures that our work is client focused.
A service which values you
We genuinely love helping people and seeing their lives change because of the work we do for them.
When we see that weight being lifted off someone’s shoulders, we know we’ve done our job right. Here’s how we will work with you and add value to your life:
We base our fees on how long the work will take rather than a percentage of your assets.
By building a long-term relationship with clients, we achieve the best results
We’re transparent and disclose fees as soon as we know we can add value
Our ongoing advice is tailored to clients, so there’s no off-the-shelf solution
