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Our costs and charges

We are here to help you secure your financial future through trusted advice, so it’s important for us to be transparent about how much it may cost you.

At your free initial consultation, we’ll give you a clear explanation of:

  • how much you’ll pay and when
  • which of our services you’ll be paying for
  • how we’ve calculated the fees and charges

Our fees and charges depend on the type of advice you receive, and you won’t pay a penny until you’ve agreed the next steps with your financial planner.

We offer flexible payment options and you’re free to decide whether you prefer to pay for one-off advice or take up our offer of ongoing advice.

Get started with a complimentary initial consultation with one of our Financial Planners

Take the first step towards your financial future with a complimentary initial consultation to understand if our service is right for you.

Book a consultation

The benefits of financial advice

A Financial Planner is highly qualified and using one should be considered just as essential as using an accountant or lawyer when you need one.

The benefits of financial advice