My appointment terms and fees

I am registered under the Money Laundering Regulations (MLR) and as such I must comply with the client identity rules. I am also registered under the Data Protection Act.

I will attend an introductory meeting without charge (which will be treated in confidence) to discuss and outline how I may be able to advise and assist.

If my services are required, I will prepare an appointment letter and set out the basis of my agreed charges. This will usually be on an hourly rate but may in certain circumstance be a fixed fee. Disbursements will be charged as incurred.

My hourly rates are considerably lower than other specialist advisors in this field as I undertake all work personally and my overheads are minimal.

I follow a strict policy to never handle Client monies under any circumstances.