Fees

– táillí

As fee based financial advisors we allow for the full payment of all of our services by way of fee.

Payment for advice will be by commission or by fee or a mixture of both with consent from the client.

Pursuant to provision 4.58A of the Central Bank of Ireland’s September 2019 Addendum to the Consumer Protection Code, all intermediaries, must make available in their public offices, or on their website if they
have one, a summary of the details of all arrangements for any fee, commission, other reward or remuneration provided to the intermediary which it has agreed with its product producers. Our commission schedule is to be found here

Hourly Fees

Where we are engaged by clients on one off items of work the general fee per hour is €100 for personal clients and €200 for corporate clients.

Commission Remuneration

The firm also operates a commission remuneration arrangement agreed with the client at the time of setting up of a policy that is designed to meet a defined financial objective.  A charge on funds under management may apply.

Commission on life assurance contracts may vary and is disclosed on initial set up.

Commission on Mortgages arranged will be charged and is payable by the lender. Additional fees may apply from the lender.