Our Fees
We can be paid for our work via fixed fees or commission.
If you do not want to pay us a fee when we set up a policy for you, we can be paid via commission from the new product provider.
If, however, you prefer to pay us directly, or if you want advice on a matter which will not create any commission, (ie Inheritance Tax planning), then we can agree a fee for the work.
Fees vary depending on the amount of work involved. Initial report fees tend to range between £300 and £600. The amount will be agreed by you before we proceed with any work.
Any money that we receive for the work we have done (whether fees or commission) will be disclosed to you.
The separation of "Sales" and "Advice" means that the advice that we provide will always be in YOUR best interests.
