How to Pay for Your Financial Advice

 

Taking advice on your finances from an independent financial adviser could be the best investment you make, but we understand that the cost of paying for that advice is a key consideration for you.

 

In the same way that there isn’t a ‘one size fits all’ financial plan, we believe that there should be flexibility in the way that you can choose to pay for our financial advice.  We can chat through your needs and agree which payment structure suits you best.

 

This could be any of the following:

• Fixed fee – a one off payment, which is subject to VAT at standard rate

• Hourly rate – where you pay for each hour (or part of an hour) of your adviser’s time.  We’ll give you an upfront estimate of how long the work will take and therefore how much you might expect to pay. 

• Percentage of assets –where we receive payment based on a percentage of the value of your portfolio.

• Percentage of mortgage - where we receive payment based on an agreed percentage of the mortgage you are taking out.

• Commission – where payment is received as commission from the company you buy your financial product from.  We can take commission on insurance and mortgage products, but we’re unable to charge commission on investment products including pensions, equity release, life policies or investments in unit trusts.  

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Our Services

Our Independent Financial Advisers offer a comprehensive range of financial services, tailored to your particular requirements. Click on the images below to find out more about the services we provide.