How do we get paid?

Your first consultation is without charge or obligation. It is an informal one to discuss in detail what we do, to see if there is rapport between us and to establish what kind of service would be best for you.

At the end of that meeting you may want:

• Advice on a particular product or service, in which case we will assess how much work needs to be undertaken and then offer you a menu of flexible fee based advice or, where appropriate, a commission based alternative.

• If you wish to join the Wealth & Security Programme we can assess the level of programme that will suit you best. These are paid for by annual subscription as detailed under Programmes.

Any fees, charges or commission will be completely clear and, for your peace of mind, we do not do any fee based work without your written confirmation.

You will always be able to choose the payment method that you are most comfortable with.