How We Are Paid
Initial Free Consultation
We offer all new clients a consultation of up to one hour at our expense, without obligation, and without any cost to you. This initial meeting, between you and ourselves is of the utmost importance, as we will use the time to get to know each other and talk over your current financial situation and objectives. We fully understand that your financial security is fundamental to protecting your future and you need to feel comfortable and at ease at all times with your Financial Advisor. At the end of our meeting, our aim is to reach a mutual agreement that we can work together and you feel happy to take us on as your financial advisors.
Transparency
We are here to offer you our specialist knowledge and advice on financial strategies and services suitable to your individual circumstances and aspirations. Our expertise lies in our ability to explain simply and clearly those strategies best suited to help both personal and corporate clients achieve their financial goals. Whichever route you decide to take, we will explain what fees or commissions are likely to be charged and the choices available to you. There are no hidden costs or surprises, only complete transparency.
Fees or Commission
We prefer to operate our business on a fee basis. However, we also offer you the choice of remunerating us on either a fee or commission basis, and in some instances this might be a combination of both.
Client Agreement
Rest assured that no fees, charges or commissions will apply until we know you are happy with the services we are recommending and you fully understand the costs involved.
Our Promise
Here at Altero, it is in our interest to ensure you benefit from our expertise and that we look after your financial interests effectively. With this in mind, we promise we will go to great lengths to ensure you completely understand what you are paying for in terms of our services.
