Optimum IFA
T: 01442 890945 E: info@optimumifa.com

How We Are Paid

Not all firms charge for advice in the same way.

How We Are Paid

We are happy to accept that we need to invest some time to establish whether we can assist. Crucially, providing 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 and 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 and perceived value before proceeding.

call us now

Call us now on
01442 890945

email info@optimumifa.com