At Morton Fraser Lawyers we have highlighted clarity as our guiding principle.
This directs the way we communicate, the way we advise, the way we conduct relationships with our clients and the way we are totally transparent and upfront about our charges. This applies to all our services from the straightforward to the more complex.
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A clear future together.
Everyone looks forward to retirement or to a day when we don't have to work, but many of us don't actually have a financial plan to ensure we achieve this. Planning for retirement inevitably involves more than just saving into a pension.
Sue is a Partner and head of our Private Client Sector. She is also the head of our Wealth Manager team.
Retirement planning should be based around what you want to achieve and we follow a process that helps clients achieve this:
Our approach to retirement planning will help you to plan ahead with clarity and confidence that you are on track to meeting your retirement goals.
We want to provide our clients with fixed fees. That can be quite difficult to do unless we properly understand your individual circumstances, and what we need to do for you. We don't want to compromise the work we do for you or the service we deliver, by offering a headline grabbing fee quote, which we don't then deliver on.
Our approach to feeing is therefore to meet with you, and to establish your objectives. The cost of this meeting, which will include a review of your assets and your tax situation, will be £250 + VAT. The cost of this meeting will be deducted from any fee for work which follows.
At this meeting, we will provide you with an estimated fee for carrying out the work, and we will not go ahead with that work unless you have approved that fee quote.
You may have some questions or need some clarity about your situation. Our team are on hand to help, so get in touch with one of our experts.
All work was dealt with in a very professional and timely manner. The benefit of having a wealth planning team was also an advantage.
co-operative, efficient and knowledgeable; We have always found all those involved to be professional, conscientious, approachable and supportive.
