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Address: Windsor Road, Datchet, Slough, SL3 9BR
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Telephone: 01494 680252
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Fax: 01494 671067
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Charging Structure: Our typical fees are detailed below. We will confirm the actual rates within our separate `Service and payment agreement¿, before providing our services to you.
If we do not agree a fixed fee with you at outset, you may ask us for an estimate of how much in total we are likely to charge for any service. You may also ask us not to exceed a given amount without checking with you first.
No charge for the initial meeting
One off fees:
Fees based on the amount of time spent, at the following hourly rates:
Advice £95
Specialist advice £125
Administration £45
Research £65
Ongoing Services:
An ongoing fees would be charged at the hourly rates listed above depending on the advice or service given, if you wish me to let you have an idea as to what this might be then please ask and I will put this in writing based on your requirements
All fee amounts quoted below are exclusive of VAT, expenses and disbursements; these will be added to the invoice if applicable.
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Business Areas: Commercial Mortgages, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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