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.