Statement of Advice Fee
The Statement of Advice is a fixed, one-off fee for preparing your initial statement of advice, including:
- Researching and analysing your investment objectives and current situation.
- Developing a plan to help you achieve your immediate and long-term lifestyle goals.
- Creating a detailed Statement of Advice, setting out your plan for the future.
The size of the fee depends on the complexity of the advice and the time required to deliver it. We will clearly outline the cost and obtain your written approval before we start.