How Would You Like to Pay?

Your initial consultation is free of charge and completely without obligation.

Its purpose is to help us understand your financial goals, so that we can put the best plan in place to help you achieve them with greater certanty. It’s also an opportunity for you to meet us and gain confidence in our approach and expertise.

In addition we will also establish how you would like to pay for our services – either by a flat fee or via a financial product.

We charge a flat fee rather than on a time-costed basis, because we believe this to be fairer to you as you’ll know the cost upfront.

Paying via a financial product (if applicable) can be more tax-efficient as in most cases VAT will not be applied.