The initial consultation is at our cost. We are instinctively interested in you and your financial objectives. Whatever the outcome of the conversation, we will have benefited from the encounter so be assured, there is no obligation to proceed. Nothing ventured, nothing gained.
The next phase is at our expense and usually involves in depth information gathering.
We will then be able to explain what fees, if any, will be associated with the recommendations that we may make. In most cases, our fees can be paid out of your investments.
If the service that you opt for involves a new mortgage, life assurance or other insurance product, then we will usually receive a payment from the product provider.
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