Our first meeting is at our expense - there is no cost to you. We need to establish whether we can help you.
After the first meeting we will be able to give you an outline of where we believe we can add value to your situation. Along with this outline we will give you an estimate of how much the work will cost, so you can make an informed decision on whether to proceed with the work.
The cost will depend on the complexity of the situation, the amount of work required and the sum of money being invested.
Our costs take into account overheads, business costs, regulatory and compliance costs, as well as staff time. We do however believe our fees are very competitive and fair.
We can work to fixed fees, time costs or percentage paid directly by you or collected from the provider.
Our award winning adviser provides independent financial advice to clients in Glasgow, Edinburgh, St Andrews, Comrie, Thortonhall, Colinton, Haddington, Giffnock ,Auchterarder & Harrogate. We specialise in Inheritance Tax Planning, Pre & Post retirement planning, investments and protection. We also offer a second opinion service to ensure your existing financial adviser is giving you good advice. IFA Glasgow Independent Financial Adviser Glasgow Female Financial Adviser Glasgow NIcola Ellis IFA of the Year. Nicola Ellis award winning adviser.