Costs

We provide a copy of our Client Agreement and Client Services Brochure at our first meeting which details our services that are available to you, the fees for each service and what you can expect from us.

The first hour of this meeting is not charged for, but if you decide that you wish to take advantage of our expertise, then we will agree with you what services would be beneficial and the costs that would be involved.

For the Care Service, we charge an initial fee of £500 to provide an overview of what is available to you in terms of all aspects of planning for care, whether it be legal help (eg Wills, Powers of Attorney), state benefits, care sources available as well as ways of paying for it. Most clients find this invaluable as it gives you access to an adviser through the process.

The fee for a full Care Review with written recommendations, further meetings/discussions and implementation of those recommendations is based on the complexity of your situation and will be agreed with you before any work is carried out.

Other advice such as inheritance tax planning, investment solutions and equity release are detailed in our Client Agreement and can be included in the above Care Review.