Our Service Options

Our service options are summarised in the figure below for your guidance and are tailored to match your circumstances and needs.

Foot note about our fees: Our fee is dependent upon the complexity of your situation and needs.

We will agree our fee with you in writing before we undertake any work on your behalf. Full details of our fees are available in our Client Agreement.

Your consent

This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them.

If you do not understand any point please ask for further information.

I/We authorise the transfer of information, on a confidential basis when warranted between any such third parties.

I give consent for you to contact me by telephone, email or fax to discuss advising on or arranging financial or insurance products in future.

Schedule of our fees for one-off Financial Advice services: