We differentiate ourselves from most other financial advice firms in that we do not base our initial advice fees on the amount of assets that you have or wish to invest. In contrast, our planning fees are based on your specific needs and the level of complexity of the work involved. We believe that this is a fairer way of charging for our services, as you only pay for the services that you want. We offer a menu of services to suit a range of budgets and requirements.
As we do not know at outset which of our services you require, we offer all prospective clients a complimentary, no obligation, initial meeting to understand what you are trying to achieve and determine if our services would add value to you. At this meeting we will also discuss our fees both initially and throughout our relationship with you, should you wish to instruct us.
We offer meetings in person, over the phone or via secure web-conferencing, depending upon your preference, at a time and location convenient for you.