Our Strategic Advice service is set out in a document which clearly provides our recommendations, establishes our ongoing obligations and explains how we charge for our services. This on-going service is provided on a fee-for-service basis, generally under a policy of rebating any commissions we receive, back to clients. This guarantees that our recommendations are totally client focussed and not influenced by commissions. The fee is based on a combination of the complexity of your circumstances and the number of reviews per annum that are required.
We will disclose this fee in our Statement of Advice.