How we are paid

As a company, we are paid for the work we undertake on your behalf by fees, commission or a combination of both.

Quality advice and support has to be paid for and the costs will very much depend on the type and level of work required to meet your immediate needs. If you wish to appoint us as your professional advisers, this would be agreed at the end of our preliminary meeting. 

In addition, it is important to review your financial situation regularly as the wider economy and more importantly your personal circumstances change. A healthy plant needs ongoing care and attention to flourish and financial plans are no different.

However, we recognise not all client needs are the same and we aim to give you the most appropriate level of ongoing service, relative to your particular circumstances and financial budget.

It may be possible to offset some of your fees or enhance your products if any commission is payable to us from a Provider or Financial Institution.

Work will only be undertaken where you have signed an agreement.

Your home may be repossessed if you do not keep up repayments on your mortgage.