Ashley IFA work on the basis of offering a clear transparent fee service. As we offer a bespoke service, we will confirm the exact services we will provide and the costs of our advice, for your particular needs, in advance and before any chargeable work commences.
On receiving your enquiry we would normally invite you to our offices (or if this is not possible at your place of work or home) for a preliminary meeting. The purpose of this meeting is to establish whether we are able to assist with your needs and help you meet your personal objectives, to explain how we operate and how we are remunerated for our advice and services once you have instructed us to proceed.
Information about our fees can be found in out About US document and we advise all customers to read our general Client Agreement.
Our fees will depend on your personal circumstances, the size and complexity of what is involved but there is no charge for the initial meeting. Following this meeting, we will confirm the basis and cost of our services to you in writing and we will, of course, only proceed once you have confirmed you are happy for us to do so.
Certain fees may attract an additional VAT charge and we will advise you of this beforehand.