Advice proposal
Your advice proposal
Thank you for talking to us about your plans. This sets out the advice we recommend for you, what it involves and what it costs.
What you've asked us to help with
Getting started
Your initial advice
one-off fee
Every year after that
Your ongoing service
How your fee is set
Your fee is fixed and set for your circumstances. It reflects the work involved and the value of the advice, and it is not a percentage of your investments.
One service, built around you
We have designed this service around what you need. Each part supports the others, which is why we recommend it as a whole.
Before you commit
We will confirm your fee in writing before you are obliged to proceed. Your first meeting with us is at our expense.
Your ongoing service
You can stop the ongoing service at any time. Your ongoing fee increases on 1 November each year in line with the Retail Prices Index (RPI).