How we are paid

We have a reputation for friendliness and transparency: all of our clients know exactly how we are paid from the beginning of our engagement with them

Step One: Transparency

In order to take advice from a stranger, you need to trust them.  One of the many ways in which we build this trust with our clients is by explaining exactly how we get paid at the outset.  There are a number of different ways in which we can get paid, but what is always the same is our openness and transparency with you, our client.

Step Two: Competition

We know that we are in competition with other advisers, and that, however friendly and transparent we are, no one is going to pay more than they need to.  With a nationwide network of financial expertise behind us, we have access to the most competitive deals available, so we are confident that our solutions for you will be extremely good value.

Step Three: Completion

You will never get any nasty surprises with our fees.  Firstly, the initial stage is without obligation: you are welcome to ask us questions, listen to what we say, and then walk away.  Secondly, if you do get us to act on your behalf, the amount that we are paid on completion of the task will be what we have communicated to you all along.