Dale Brilley

I do not charge for an initial consultation. During the first consultation I will discuss your goals and objectives and what type of financial planning advice you may be looking for. Should you wish to proceed to the next step at the first meeting I will then take down your current financial position in more detail. I will then provide you with a written fixed fee quote stating the advice I believe you require and the fee to be charged to provide you with this advice in writing. In regards to ongoing financial planning advice I will provide you with a separate written proposal after the initial advice has been completed. This will cover the amount of ongoing financial planning advice and services I believe you require and how much I would need to charge to be able to provide you with this ongoing advice. Depending on the ongoing advice you are receiving this could be charged via a fixed fee, an asset-based fee or a combination of both.