Initial Financial Plan Fee
This fee covers the costs of our technical specialists, the significant professional responsibility we bear in initiating financial advice, and the detailed work required to carefully evaluate your current problem and determine steps to assist you in achieving your stated goals.
Furthermore, it grants you ownership of the wealth management strategy and costs a fraction of Trinity Advice’s intellectual property, experience, and expertise.
The fee for the plan’s development is determined by the complexity of the advice and the effort involved, and it will be presented to you in writing in the form of a Letter of Engagement before any contract is signed. This fee is fixed and will not change except if the scope of the work involves substantial changes. We will agree to this before proceeding. If you instruct us to execute the plan, we may consider charging a separate operational fee, but only until you agree and your circumstances necessitate it.
Before proceeding, you will be informed of this, offering complete transparency and tax efficiency. A good strategy that has been poorly implemented can quite often nullify the actual scheme.
