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for independent advice, call us on 01296 632624
or email us at info@optimumifa.com

How We Are Paid

Not all firms charge for advice in the same way. We are happy to accept that we need to invest some time to establish whether we can assist and crucially, provide you with the opportunity of deciding whether Optimum has the necessary experience and expertise and are the sort of people you can do business with.

 

There is no charge for an initial
meeting & no obligation on either side.

Once we have an idea of your intentions and therefore the complexity and type of work involved we shall confirm the cost of providing our advice. We prefer to agree a set fee as opposed to charge on an hourly rate so our clients can quantify the total cost & perceived value before proceeding.

We will then discuss your payment options with you and answer any questions you have. Suffice to say, we will not charge you until we have agreed with you how we are to be paid.

We do not currently charge VAT on our fees.

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