Our golden rule
We only work with clients where we can add significantly more value than it costs to work together. Our fee should be a fantastic investment for every client.
If for any reason you’re not entirely satisfied with the service you receive, we offer a full refund, no questions asked.
What makes us different?
Most financial advisors charge a percentage of the amount you invest with them. The more you invest, the more they get paid. We don’t do that.
We offer a free financial consultation to determine whether we’re able to help. Only where we believe we can add significant value to your financial situation will we suggest working together.
If you decide to become a client, we charge a fixed, flat fee for the design and build of your financial plan. The cost of this will depend on how complex your situation is.
If you want ongoing advice, we provide an ongoing financial planning service, which helps to keep your financial plan on track.
We don’t tie our clients down with long term contracts, you can opt-out at any time.
Want to know more? Drop us a line.