Our Fees

In the first instance, a Financial Strategist will conduct an initial in-home (or office) consultation where together we’ll assess your current position, your future goals and objectives and any other foreseeable situation. This service is 100% free of charge.

We believe in being fully transparent with our clients and assessing the information you provide is part of our initial service. At this point we will then develop and formulate a strategy based upon your current circumstances designed to fit your goals and objectives.

We will then require a second appointment where we can provide you with recommendations in line with your expectations. This is an important step in the process and is critical to everything that happens next.

Should there then be any fees for any future services we provide these will be fully disclosed so that you can make an informed and educated decision.