An engagement
Four steps, then a fee you can see.
Nothing is implemented on the back of a meeting. The recommendation is a document you can sit with, and the cost is fixed before that document is written.
Step 01. Introductory conversation
Forty minutes, not charged. We listen for what the money is for, and we both decide whether Keystone is the right firm.
Step 02. Fact-find
Income, assets, pensions, tax, and the things you will not compromise on. Nothing is recommended from a brochure.
Step 03. Written recommendation
A report with the advice, the cost, the risks, and what happens if you do nothing. You can decline it.
Step 04. Implement and review
Business is placed only with your agreement. We then meet on a cycle we put in the engagement letter.
Illustrative fees
These ranges show the shape of a typical engagement. They are not a quote. Your fee is confirmed in an engagement letter before work begins.
The illustrative rangesWhole of market
Not tied to a provider, and not limited to a panel of funds.
Fee agreed first
You see the cost in writing before any chargeable work starts.
One adviser
The person who signs the recommendation is the person you meet.
London & by video
Marylebone meetings, or the same conversation from home.
Consultation
Ask for an introductory conversation.
Tell us, briefly, what you want to talk about. In a working practice, Helen replies within two working days to offer a forty-minute meeting — in Marylebone, or by video.
- The meeting is not charged.
- It is not advice, and it does not make you a client.