If you would like to arrange an initial telephone conversation to discuss your needs please complete the contact form. There is no charge for this telephone conversation.
The fee for my initial face to face meeting is £295 which is due at the meeting. This fee will be deducted from my advice fee should you decide to proceed with regulated advice services following our meeting. It may be the case that an Initial Meeting will be sufficient for your needs, however, if I feel you will receive value from formally engaging with my services I will tell you.
When I act on your behalf as an intermediary and intend to implement financial solutions my fees are presently exempt from VAT which means I do not usually have to make an additional charge of 20%. If I do have to charge you for a service which is subject to VAT I will inform you in advance.
Home visits are arranged where appropriate.
Following the initial face to face meeting I will send you an engagement letter which will outline what we propose to do and exactly what the cost will be to you before any advice would be undertaken.
Everyone is unique in respect of their circumstances, objectives, needs and wishes. It is important to us that we cater for each individual and their family in a personalised way but with a fixed fee structure, regardless of whether you choose a product at the end of the process, our clients can be assured of the impartiality of our advice.
As a regulated financial adviser my fees are based on the time it takes to provide the advice, the complexity of your situation and the expertise and responsibility involved. I operate a very simple transparent charging structure. I don’t like percentage charging models! I charge fixed fees for Advice, Implementation and Ongoing Management Services so you can trust the impartiality of the advice.
If you would like to discuss your financial planning requirements in detail please contact me by telephone using one of the numbers below, or complete my contact form and we can arrange a convenient time to discuss your situation.
Redhill: 01737 321 206
Croydon: 0208 454 7428