We will introduce ourselves and provide information about our business, how we would like to work with you, the intermediary services we can provide and the costs of those services. A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them.
At this stage of the process, we will agree with you your priorities and the appropriate fees prior to commencing any work. We cannot charge you a fee for work completed without your prior agreement.
Please ensure you are clear about the services you want and how you will pay for them before we proceed with any work that may incur a charge. We will not exceed a speciﬁed budget limit without ﬁrst consulting with you and receiving your written commitment to proceed further.
For a full breakdown on any fees charged please download our free guide on this page.