Charging Policy

/Charging Policy
Charging Policy 2017-05-10T14:28:09+00:00

Charging Policy

The cost of advice is a key issue for many potential clients. Advice can be paid by commissions or by fees. True Bearing Chartered Financial Planners are happy to work with both.

We do not charge for the first meeting with a new client and before any work is done all charges are explained in advance.

By December 2012 all investment-related advice must be done on a fee basis.

We charge for the initial advice and also on an ongoing basis for continuing service.

 

Please click here for our Terms of Business