Introduction

FEES

We provide a fee-based service to our clients. We will give an initial free consultation for prospective clients.

We calculate our fees by reference to complexity and time taken in accordance with our charging structure, as outlined in our client agreement.

CLIENT AGREEMENT

Our clients are situated throughout the UK and abroad. The logistics of this, together with the way taxation is being or likely to regulated both in the UK and abroad, means that to be efficient such an agreement is essential.

It is also recommended under the Ethical Guidelines that we adhere to.

Once in force we can then provide an instant, continuous service wherever located, covering all the activities in the agreement.

We can give continuous advice or work on a consultancy basis

INVESTMENT PRODUCTS

We are not authorised to give investment advice. Where this is appropriate this be outsourced to George Everard Financial Planning Ltd, a company authorised by the Financial Services Authority for investment business. He charges fees for his services and does not take commission.

FEE PROTECTION INSURANCE

We recommend Fee Protection Insurance against Inland Revenue enquiry - See Download Section for full details.

MONEY LAUNDERING REGULATIONS

On being instructed to act we will require documentation in order to comply with Money Laundering Regulations - See confirmation of identity in the Download Section.