ruly Independent always put the interests of our clients first. Charging a fee means we aren’t trying to sell investment products to get paid – we get paid for looking after our clients, and giving independent advice.
This charge is based on a percentage of the amount you invest. After the initial meeting, we will describe our services and the payment options. You may pay for our services on the basis of fees (for investments) or commission (for insurances) or a combination (for mortgages).
Following any initial advice we will provide ongoing support to meet your ever changing needs. It will help us support you in achieving your financial objectives and we will discuss with you the different levels of support and costs.