Costs

Independent Financial Advice

Costs are based on a daily rate which includes all office costs, travel, research reporting, making recommendations and administering the establishment or alteration to your investments. You will never get a bill or pay a fee you are not expecting and have not agreed to in advance. Initial consultations to establish your requirements or needs in outline are at my own cost.

The current costs are detailed in the ‘Client Agreement’ which you can download in PDF format here:

Financial Advice Costs.

Vulnerable Client Policy.

I have a written policy in regard to clients who might be considered vulnerable or at risk of financial abuse. This is available as a download in pdf format. If you wish to read it please click the link below:

Vulnerable Client Policy 2018

Estate Administration, Tracing Family and Intestacy & Safeguarding Adult Finance Services

This is charged as a daily rate of £195.00 per day which includes all office costs, travel, research & reporting.

In addition to the daily rate, any documents obtained and supplied, such as birth marriage death certificates, court documents and searches, are supplied at cost plus a £5.00 handling charge for each.

Minimum charge for Estate Administration, Tracing Family and Intestacy is £25.00.

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