DW costs

If you want to know what our financial adviser fees are, the answer is quite simply nothing at all until after your initial consultation meeting with us.

At that meeting you’ll get to know us, and, most importantly, we get to know you, your needs and your circumstances. We will get a clear picture of whether we can help you with financial planning or investment, or a bit of both.

You will get a report from us after the meeting with our thoughts and recommendations in context. This will quantify how much you will benefit from our services and show you clearly, the cost for these services.

You will only incur any costs once you confirm that you wish to proceed with us. If you do not wish to proceed, that’s OK. You get to keep the report, and any other helpful insight we have passed on to you.