We operate under a Fee for Service model
This provides us with the opportunity of being able to provide our clients with quality financial planning advice in all areas of financial planning. It also allows transparency so you know what you are paying for.
Our clients’ ongoing services include:
• regular reviews and/or portfolio valuations;
• topical financial newsletters;
• market updates; and
• referrals to our professional partners who provide accounting, solicitor services and mortgage brokers