Having established your financial circumstances, requirements and objectives we will present our recommendations in writing, clearly and comprehensively. Our advice is often required in relation to investments (including inheritance planning), pensions (pre and post retirement) and trusts.

We would generally recommend being remunerated on a fee-paying basis. If you select this option we will agree its basis before carrying out any chargeable work. However we can also work on a commission basis and if you decide to proceed on this method we will tell you the amounts of any commission that will be paid by product providers.

Where appropriate we will undertake regular reviews of your investments and your financial objectives. This will ensure ongoing suitability.

If you hold existing investments, arranged either directly or through a former adviser, Wild & Co can provide advice and guidance where appropriate.