Protection for clients

Transparency of Operations

“All fees are fully disclosed”

Our well accepted and admired policy is that all fees and costs are fully disclosed, thoroughly explained and agreed prior to proceeding with any action on behalf of any client.

Your initial consultation is normally free. Where a written report, requiring research and presentation, is appropriate, the applicable fee will be fully explained and agreed before proceeding. This report will also detail fees applicable should you proceed with any recommendations. These may take the form of a fee for service, a brokerage payment, or a combination of both.

Total accessibility

“small firm attention – big firm expertise”

While receiving Individualised attention from your own personal advisor, you also benefit from our group strength. This provides documented professionalism, including a fully computerised administration facility, enabling advisors to provide quality service to their clients. Importantly, if for any reasons you have difficulty in contacting your personal consultant, we have the resources to immediately assist you.

As further comfort and safeguard for clients is that our advisors hold Professional Indemnity Insurance cover, underwritten by one of the world’s largest Insurers.