The type of work we undertake can be broadly split into two categories; full financial review and specific project work.

Full Financial Review - This involves a lengthy in depth analysis of all your existing financial arrangements, attempting to establish your financial aims and long term life goals. The review will result in a full report highlighting areas of concern and providing a framework for the actions necessary going forward.

Specific Project Work - This type of work is taken on at the express wish of the client, who may only want to carry out a review of a very specific area of his financial planning, for example, a review of pension arrangements.

You have a choice of fee structure for our services. Our fees are charged either at an hourly rate, a flat fee (usually for project work), a percentage of funds under management, a regular retainer or a combination of all three.

Similarly, you have a choice of payment method, either by cheque or through commission generated from your chosen investments. Naturally, the level of fee and payment method will be agreed with you before any work is carried out.