Typically the fee for my initial meeting is £250. There is no specific time limit on this meeting since the aim is to for me to understand your goals and objectives and for you to understand what I can do to help you.
The meeting can be held at your home if that is more convenient for you.
If I do not believe I am the right person to help you and do not think I can add sufficient value to your financial situation I will tell you at this meeting.
Following the first meeting, if we both wish to proceed, I will write to you with a personalised engagement letter to confirm the services we can provide and the cost of those services.
The advice fee will be a fixed fee. The level of the fee will depend on the complexity and scope of the advice required. This will be confirmed in the engagement letter. We will always tell you how much you will pay before you agree to proceed with our services.
Part of the fee is payable upfront. If we recommend a pension or investment product and it is possible to deduct our fees from this plan, we will offer you this choice.
If you require a financial product a fixed fee will be charged to cover the administration involved in preparing the paperwork to set up the necessary policy. This fee will be disclosed before you agree to proceed.
We meet with you at least once a year for a forward planning meeting to review your plans and check your progress against objectives. An ongoing fee will be charged to cover these meetings. The engagement letter will set out the fees applicable for your circumstances.
The fee can either be paid by invoice or deducted from an investment or pension plan.
If you wish to discuss working together please book a clarity call with me.
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I was lost in a minefield of options, and rather ignorant of how the financial world works. Mary was invaluable with advice on what to do, explaining things, so that I understood fully what would happen to my money and investments. Mary was understanding and did not make me feel inadequate needing help. I now feel secure and my mind is put at rest with Mary’s expertise
- Ruth Dellow
Mary listened to what I wanted. I did not once feel overwhelmed with financial jargon or pressurised to go in a direction I did not want to. Mary has high integrity and strives to do her best for her clients because she actually cares about them.
- Caroline Crowhurst
Mary’s advice is so down to earth and straight forward that I feel I am at last getting to grips with my finances. She explains everything without technical jargon and I always know I can ask any question without feeling it’s a foolish question. Her service is absolutely amazing.
- Dr Diane Keith