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Fees

Whether a client opts to pay by way of fees (the only option for Pensions and investments) or commission (available under protection policies), we offer a free initial consultation. During this we assess your position and objectives and produce a report on what planning is required.

Our preference is to work on a fee basis, as we believe that this provides clients with certainty of impartial advice. Please request a copy of our Client Agreement and Service Proposition for full details of our fee structure.