Our initial meeting and the Financial Roadmap Interview™ will be conducted entirely at our expense.

When you decide to work with us, our services are paid for via a fee based agreement. We always disclose the fee and fully explain the parameters of any such payment before we undertake any work on your behalf.

The Annual Fee covers the;

Initial Planning Process

The Initial Implementation Meeting


  • The Comprehensive Safety Review
  • The Goal Progress Outlook
  • The Annual Review
  • Any other meeting or assistance that you may require from us.

Any other fees, which as per our Annual Fee will be clear and fair, will be defined by the size of any Assets Under Management or Commission from Protection Policies created on your behalf in line with your Comprehensive Safety Review. In this way, you may wish to offset the Annual Fee where appropriate.

Your Time Is Precious and in this manner, we aim to be transparent in our commitment to you, your commitment to us and the value of the service you will receive.