We usually charge based on a percentage of assets for initial work and where we are providing an ongoing wealth management service or for the specific services based upon values of the money being invested.
We may charge hourly rates where we are requested to produce one off pieces of work or where you could prefer us to be remunerated in this way. Where we use or refer to hourly rate fees the current rates used are as follows;
Travel time and associated expenses are not normally charged but we reserve the right to make a charge, subject to agreement with each individual.
| Chartered Financial Planner | £200 | Per hour |
| Financial adviser | £150 | Per hour |
| Mortgage adviser | £100 | Per hour |
| Senior Paraplanner | £100 | Per hour |
| Paraplanner | £70 | Per hour |
| Administration | £50 | Per hour |
Please note that we will confirm the rate we charge in writing before beginning work. We will tell you if you have to pay VAT.