No obligation, open and upfront
We are committed to providing the highest standard of financial advice and service possible. Serving the interests of our clients is paramount to us, so we have designed our systems and procedures to ensure that we achieve this. In doing so, we will:
- Be open, honest and transparent in the way we deal with you
- Not place our interests, above yours
- Communicate clearly, promptly and without jargon
- Seek your views and perception of our dealings with you to ensure it meets your expectations or to identify any improvements required
Our investment services and costs
We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you.
We charge our services by way of a fee. These fees are based on a percentage of the amount you invest.
All fees are agreed in advance of undertaking any work and you will be advised whether or not VAT is payable.