These are set out in full in our Client Service Agreement and are summarised in our memoranda ‘keyfacts about our services’ and ‘keyfacts about the cost of our services’. Copies are available on request.
We offer two payment options with a summary that compares them: ‘Paying by fee’ and ‘Paying by a combination of commission and fee’. Our service is the same whichever option is chosen.
As a leading fee based financial planner we charge fair and transparent fees, similar to other professional advisers such as lawyers and accountants. We do not earn commissions, either initial or trail, from selling products if the fee option is the preferred route and so clients can be assured that all advice is given solely in their best interests. The fees charged are not linked to the amount you may have to invest but are reflective of the financial planning advice required.
An initial discussion with Forbes Lawson, the cost of which is met by us will determine the most appropriate route for our clients with no charges accruing until you have agreed this with us.
The benefits of our planning advice far outweigh the cost.
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