Financial Planning advice Process
Fees

Fees

Understanding your payment terms is crucial before we proceed. Please refer to our “Your guide to our services” document which outlines our fees in detail. We’ll jointly determine and document the fees upfront in our ‘Authority to Proceed’ document before we proceed.

To ensure complete understanding, whenever we discuss a fee, we’ll provide a clear breakdown that includes:

The total cost: The complete amount you'll pay for our services.
The connected service: Exactly what advice or service the fee covers.
Our calculation method: A transparent explanation of how we arrived at the fee.
Payment timing: The specific date by which your payment is due.
Your convenient options: The various ways you can easily settle the fee.
Authority To Proceed: You are in control of the whole process and before you appoint us to work for you there will be an Authority To Proceed (ATP) provided that sets out the work you wish us to complete and the associated fees. You have no obligation to any fee or work before you have signed your ATP.

You are not obligated to implement any of our recommendations. However, we may still charge a fee for our advice.

For a full breakdown of our fees please download “Your guide to our services”

VAT

We typically provide an intermediation service, no VAT is due. However, there may be other occasions where VAT is due. If so, we will tell you.

Your guide to our services

For further information about Comet Wealth’s services and terms of business please download Your guide to our services’