Our Charges

We can work for you on an adviser charge or a fee basis or a combination of the two.


We will tell you in advance if we receive any payments directly from the provider in respect of the arrangements we make for you.

We will ask you to sign an agreement if we are to work on a fee basis for you but we will keep you advised as billings accrue and likely costs for particular projects.

In general, for pensions and investments it is better for you to pay a fee as there is more money in your pension or investment to grow. If we are paid directly from the investment this reduces the value of your plan. We are always happy to discuss the basis of our remuneration with you.

Please download our latest Client Agreement below:


Unit 4,
Stour Valley Business Centre,
Brundon Lane,
Sudbury CO10 7GB

Telephone: 020 3872 1800
Fax: 08712 772514


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