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Address: Sundial House, 20 High Street, Cranleigh, GU6 8AE
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Telephone: 01483 274566
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Fax: 01483 274640
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Charging Structure: We believe fees are the only transparent means of remuneration that ensures no conflict of interest for the client.
Our first meetings are at our cost and without obligation on yourself to proceed with advice. In this meeting we seek to understand your financial circumstances and goals and we assess your tolerance to investment risk.
Once you have decided to become a client of ours we split our services into three separate parts; advice, implementation and review.
The advice is the most important area. It is at this point which we make our recommendations based on your circumstances and objectives. Our recommendations are made within an advice report which is presented to you to provide you with the opportuntity to ask any questions.
We charge project fees for our reports as we believe this is more transparent than charging you an hourly rate.
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Business Areas: Direct Investments, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: Arch House, The Common, Cranleigh, GU6 8RZ
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Telephone: 01483 204600
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Fax: 01483 204601
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Charging Structure: We bear the cost of an initial meeting at our office or your home in Surrey, Sussex, Hants, Kent and South London.
The range of fees for our advice is quite wide because of the greatly varying complexity of the projects we are asked to undertake. The minimum fee for a simple financial planning review or for giving advice on a simple investment portfolio is usually &£163;500.
For a full financial planning review involving tax planning and trust advice the fee could be &£163;3,000 or more. We will tell you if you have to pay VAT.
When you ask us to arrange a product we charge a fee which can usually be paid directly by cheque, or indirectly where we arrange for a product provider to pay us the agreed amount out of the investment or other product.
For an ongoing service our minimum annual fee is &£163;750 but this would be covered automatically, for example by an investment portfolio of &£163;150,000 or more.
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Business Areas: Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: Laurel House, Gadbridge Lane, Ewhurst, Cranleigh, GU6 7RW
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Telephone: 01483 279820
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Fax: 01483 274353
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Unit Trusts
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Financial Qualifications: No records held.
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