How we are paid
Price is what you pay. Value is what you get. (Warren Buffet)
We are paid by you our clients. We make no excuses for and will never hide any cost or charge you will incur as part of the advice journey we undertake.
The initial meetings will always be at our expense, and once we have a full understanding of how we can help and assist you, we will explain what our charges are likely to be for the individual work and advice we give to you. If you do not value what we can do, then we would not engage and no charges would be payable.
Whether we agree structured fees or there is commission from a particular product, it’s your money that is paying for it, so we want you to be sure that you receive value.