Cost of Service

Free Initial Consultation

We offer a free initial consultation to all new clients if you are considering restructuring, transferring or require advice we feel this is the best way to break the ice and and get to know you without the worry of any costs. During this meeting with one of our advisers we will evaluate your financial situation and financial Planning needs, then reccomend any of our services that may be of benefit to you along with any costs they would incur.

Charges are calculated depending on the type of work required and would be made clear during the reccomendation stage of the advice process, no work would be carried out on your behalf until you are happy with these costs and wish to proceed.

Why not invite yourself along to have a chat ??
Arrange an appointment or call 01902 422333