Project Services

We believe that clients receive the most benefit when a full financial planning process is followed.

We understand that from time to time clients may wish to proceed on a project basis (looking at a specific issues) rather than conduct a comprehensive financial planning review. Typical project work includes mortgage related advice or certain types of transactional pension work such as annuity purchase.

In these circumstances we will propose a specific project fee which will be based upon the time demands and complexity of the case.

For mortgage project work there is minimum case income of £500. A portion of which is often made up from the mortgage procuration fee paid by the lender.