This is very important and I understand that.
However, I have yet to meet two clients with the same circumstances, financial needs and objectives. Consequently pricing is determined on a case-by-case basis.
The first step in the process is for us to meet. There is no cost to you and it is on a no obligation basis.
The purpose is for you to decide if I am the sort of person you want to deal with and for you to explain why you need financial advice and the objective in doing so.
For me it is to listen to you and understand what you seek and to determine if I can meet that challenge. I need to be able to determine what will be involved and how much time it will take.
Based on that meeting I will prepare an Engagement Letter which will set out the cost, when payment will be due and the mechanism for payment. The cost is usually a function of time and complexity.
If you are in agreement, you sign to accept the terms and conditions and the work starts.
Ashley Law Westerham is a trading style of MRBH Ltd which is an appointed representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the FCA Register under reference 217742 and Intrinsic Mortgage Planning Limited under reference 440718. MRBH Limited is Registered in England no. 7357455 at 95 High Street, Beckenham, Kent BR3 1AG.
2018 I Lexicon Designs Ltd