How will using the service affect my current situation and plans? How may the costs of advice and investment be structured to my best advantage?
Having worked outside financial services for around twenty years, I believe transparency to be crucial for the investor and the ‘acid test’ of trustworthiness. This is why I take pains to offer where ever possible independent, third party corroboration of the advice I provide.
A Schedule of Advice is used with Client Agreements to enable you to retain control of the advice process and verify ongoing pertinent action.
Continuity is also important. Having an on-going renewable arrangement with the firm provides forward momentum, thereby saving you the wasted efforts of a ‘stop-start’ advice process and also eliminating the risk of your missing out on valuable benefits.
The Simplified Fee document contains a Fee Tariff providing a choice to suit your approach to working with an adviser. I do not expect clients to fit a predetermined ‘package’ in order to make my life easier.
Forms & Information
Read moreInitial Charges – my charges
Schedule of Advice –what I will do for you
Client Agreement – our agreement
Client Profile – An aid to gather information initially about your circumstances
Client Return Example – What client reporting looks like
Investment X-Ray Example – What client reporting looks like