How We Are Paid

How We Are Paid

Our introductory meeting is absolutely free


This is to give you opportunity to find out how best we can work together, without worrying about the cost.

You simply need to set aside some time to talk to us.


The introductory meeting gives new clients the platform to tell us in general terms what they expect from us, the scope of advice they require, and the level and frequency of ongoing service they will need. Remember there is no charge for the first consultation and absolutely no obligation.

For some paying a fee for financial advice is very different to the way they may have become accustomed to, where the service received appeared to be free, probably because the adviser was paid by commission by the product provider. Of course we all know there is no such thing as a “free lunch”, and consequently this method of remuneration was not always fully understood, transparent or qualified.

In contrast, at our initial meeting you will be provided with a copy of our Terms of Business and Fee Prospectus, these documents describe and set out how we are paid for the work that we do and our ongoing commitment to you.

If its advice you’re after, that is what you will get, a product is not recommended unless it is an appropriate solution to your objectives.


“Our highly transparent fee structure confirms both our commitment to treating clients fairly and our unbiased Independent Status”