FINANCIAL PLANNING CHARGES

FINANCIAL PLANNING CHARGES

All cases are different. A client’s portfolio can be made up of pensions, investments, tax planning and inheritance or nursing home planning. Each of these areas involves different skills, different levels of qualification and different compliance obligations. Because of this, we at TPI Ltd feel that it is difficult to arrive at a simple understandable hourly rate and therefore each case is priced according to its specific requirements.

 

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