How Are We Paid?
The first meeting is always at our expense. The purpose of this meeting is firstly to establish whether we are able to assist with your needs in order to meet your objectives, and secondly to discuss how we would be paid for our counsel and services once you have instructed us to proceed. There is no charge for this preliminary one-hour meeting, and no obligation on either side. We work predominantly on a fee basis but can and do offset commission received against fees. Our top tier of full financial planning clients pay us by means of a regular retainer and for funds under management. We are happy to discuss the merits and advantages for you of this approach.