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Our Approach

Our fees are charged in the three separate areas of advice, implementation and review.

How we work

We pride ourselves on providing a service that is clear, transparent and excellent value for money. We will explain our proposition at the start and keep you fully informed of the costs involved. So, how does it all work?

Well, firstly you need to arrange an appointment.....

We will arrange a time to meet with you either at our offices or at your place of work/residence.

Your initial consultation is at our cost and you are under no obligation to take things further at this stage. We will explain our services, listen to you, take time to understand your financial position, understand your future plans, existing strategies and discuss your priorities.

If we all feel we can work together then we will give you the option of how you would like to pay us for our advice. We will discuss our costing options with you and answer any questions that you may have.

We will never charge you until we have agreed with you how we are to be paid.

Once you have decided to appoint us as your Independent Financial Advisers, we will typically need to acquire and analyse data, research the whole of the market and provide you with a formal written report detailing our recommendations to you. This report is, of course, open to further discussion and we will be happy to answer any questions that you may have. If our advice leads us on to implementing a financial solution for you we will help you complete the necessary paperwork and ensure that your new arrangements are set up correctly and in good time.

Once your new arrangements, if required, are in place we will continue to be here for you. We offer different review services that allow you to retain us to provide ongoing advice and administration and/or review your financial position on a regular basis. Upon implementation of any of our recommended solutions, we will agree with you a suitable review strategy, and we will commit to ensuring that your chosen solutions continually meet your needs.

If you are interested in speaking to us, need advice or simply want to discuss your situation in greater detail please call us today

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Reviews and Ratings for Financial adviser Mike Fisher, Tonbridge