Costs and Charges

 

The cost of FFP’s service is met by fees and sometimes commission.  The cost is agreed at outset and is based on individual circumstances. Part of the cost, for the financial planning service, is met by the client personally (business owners typically allocate this cost to their company) and part is deducted from the value of your investments. An accurate indication of cost can be given at our free exploratory meeting.

 

Free Meeting

 

FFP offers a free 1 ½-hour consultation to enable a potential client to see whether the service might be of benefit to them.

 

The purpose of this meeting is not to provide financial advice.  Instead it provides an opportunity for FFP to learn more about your future goals and aspirations, as well as to get a “feel” for your finances.  It also provides FFP with the opportunity to show a potential client how radically different this advice process is.

 

FFP also believes that it is vitally important that both financial planner and client want each other in their lives!  If they don’t, the relationship will not work.

 

For your free initial consultation, please contact us on 01935 813322 or complete the information request form on the contact us page.