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Our Services
As the majority of our clients are referred to us by their accountant, it is very important that all our work is carried out in conjunction with any accountancy and tax advice already being provided.
We know from experience that we can best serve our clients' interests by working alongside existing advisers and sharing our advice and ideas as part of a team.
Our independent status enables us to advise on a broad spectrum of financial needs, with the majority of our work tending to focus on the following areas:
FEES
We are a 100% fee based Financial Planning firm.
As a result, we are not dependent in any way on any form of commission and will never recommend a commission paying arrangement.
Clients engage and pay us only for what they need to and all work and fees are agreed upfront and in writing prior to any action being taken.
A large proportion of our work is the ongoing management and administration of client monies - for this service we charge an annual fee.
One off project work is charged on a bespoke and pre-agreed basis.