Investments
Free initial consultation.
We will advise and make a recommendation for you after we have assessed your needs.
Invest for income and / or capital growth.
Unit trusts and investment bonds.
ISAs.
(Individual Savings Accounts)
Please read the Guide to our services to decide if our services and our payment options are suitable for you. We will agree a written service and payment agreement when we discuss your investment requirements. The service and payment agreement will say the service we will provide and the agreed method of payment, whether by commission or fee or a combination of both.
Fixed fee service for investment advice.
We offer a fixed fee service for investment advice. The service comprises completing a fact find financial review, conducting research and providing a recommendation report. The fee for this service is £500. VAT will be added to the invoice if applicable. The fee is payable when you return the service and payment agreement to us instructing us to do the work after our initial discussion.
Come for a meeting to discuss your requirements and how our services may be suitable for you.