Our success is very much dependent on your success. We are a new breed of Financial Planning Consultants and don't depend on commission to earn a living. This means that when you meet with us there is no pressure on us to sell you a product and you don't feel obliged to buy one either.
We believe that this creates a much more relaxed relationship whereby our clients feel that they can be really open and honest with us about their plans and aspirations without feeling pressured into buying financial products.
We will work with you in creating a tangible financial plan for the future and suggest creative solutions to help you achieve your objectives.
We think our fees are fair too, we will always agree them in advance with you and in many cases are able to offset them against commissions payable from any products that need to be bought. If the commission receivable is greater than the fees agreed with you then we will give the difference back to you. We can't say fairer than that.