The number one objection I receive from new potential clients is the initial fee.
This can lead to clients either not proceeding to a Fact Find or a Recommendation or attempting to try to do it themselves and not knowing what they are doing.
The problem with these outcomes is that it may result in poor end results such as not having enough income in retirement, choosing funds that does not meet their attitude to risk or not being adequately insured, for example not protecting their income and life, critical illness etc.
Before proceeding with any recommendation, all initial costs and charges are disclosed fully, upfront.
You have the choice to either pay for any initial charges by way of separate invoice or from the recommended solution.
Typically for insurance products we are paid a commission from the insurer, which again is disclosed before proceeding.
Studies have shown the value of taking advice over the longer term adds value and I am confident that over time I can help you achieve positive outcomes. I can provide resources if you would like further reading material on these studies.
Please see the Pricing page for further cost examples, or get in touch.
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