About Us

How we are paid

On receiving an enquiry we aim to contact you by phone within 24 hours. Upon making contact our main aim is to LISTEN! We are here to help with any financial problems or questions that you might have and aim to offer professional, confidential advice tailored to help solving your problems.

The purpose of the meeting is firstly to establish whether we are able to assist with you, the prospective client's needs and objectives, and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary call and no obligation on either side.

After the initial free consultation, we will agree with you whether you pay us a fee, or we are paid out of the cost of any financial product you buy (commission). We will always tell you about any commission we earn, and it will be taken into account in working out our fee.

Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be made without prior notification in writing.