Chartered Financial Planners Dorset, Financial Planners Bournemouth, Financial Planners Devon, Financial Planners Exeter, Financial Planners Hampshire, Financial Planners Newton Abbot, Independent Financial Planners Bournemouth
There is no charge for a preliminary meeting to see if we can help you.

At the outset we can arrange a free preliminary meeting for the purpose of establishing whether we are able to assist with your needs and objectives.

At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. 


After the initial free consultation, we will agree with you whether we are to be paid by means of a fixed fee payable by you, by means of a fee incorporated in the cost of any financial product you buy, or a combination.


Fees may be subject to VAT and we will advise you whether or not this is the case. Whichever way we take our remuneration will be a matter of discussion between us followed up with a written agreement. No charges for fees will be made without prior notification.