Our Process & Costs

STAGE 1

Enquiry – informative enquiry response which deals with regulatory requirements and provides indicative costs of the services we provide.

STAGE 2

Meeting – friendly and relaxed no obligation meeting at our cost to establish needs and objectives and to see if our service is appropriate for you.

STAGE 3

Engagement – confirmation of the work we are to undertake and the exact cost of that work.

STAGE 4

Review, Research & Recommendation – review any existing products, research competitive and sustainable products suitable to meet or exceed your needs and objectives.

STAGE 5

Presentation – meeting to present our findings and recommendations.

STAGE 6

Implementation – we will implement the recommended course of action and ensure products are set up on the agreed basis and in a timely manner

STAGE 7

Ongoing Support Services – We offer ongoing services to ensure your circumstances and plans are reviewed regularly and any changes actioned without delay. You are kept abreast of regulatory/legislative changes which may affect your plans

Our Costs

We charge our clients for our professional services which include advice, implementation and ongoing support. All our fees are project based which take account of the time required to provide the advice and service to you and the level of expertise and responsibility involved. This also means that you will never receive unexpected invoices. All our charges are subject to VAT at the prevailing rate.

Our fees adhere to the following principles:

Simplicity - charges and services provided are clear, fair and not misleading.
Transparency - it is easy to see what is being paid for what service
Value - we believe our costs offer exceptional value for money.
Flexibility/Adaptability - you have the ability to alter service levels to suit your changing circumstances.

Our fees are always disclosed and the payment method agreed prior to any commitment on your part.