It can be difficult to find a suitable financial adviser, especially one you trust. But whoever you choose, there will always be a cost for the service. Here’s a guide to the way fees are charged for financial advice.
We offer all new clients an initial meeting which is held at our expense and without obligation. We prefer that this initial meeting is held in our offices in Reigate or in mutually convenient location. Following this first meeting, if you wish to engage our services, we will write to you, to confirm the scope of our advice and the associated fees.
This document is designed to provide clarity of how we are remunerated. Our fee structure is broken down into a number of elements to provide transparency and to ensure that our fees are not solely based on you buying a product but on our chargeable time.
"Simon is a very pragmatic IFA who takes time to truly understand his clients' personal situation and investment approach."
"Great results, expert, high integrity. He has assisted us with many financial challenges from mortgages to pensions, and his advice and results have always been first class."