At Bond Wealth you will get our help to review your existing financial situation and reach a realistic assessment of your needs. For this you’ll need to set aside some time to talk to us – the first consultation is free. Where feasible we will arrange a face to face meeting. If this is not possible we will communicate via telephone and email. This will in no way compromise the level of service you receive.

Depending on your instructions we will carry out a needs analysis based on your current situation taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short-term financial objective to a lifetime financial plan.

We will help you pinpoint the strengths and weaknesses in your existing financial arrangements.

We will help you determine how much of a provision you need to make and help with setting your priorities. And of course it will all be sensibly balanced in relation to your current income and your prospects.

You can choose to “dip in to” our service as you perceive your needs arise or, as many of our clients do, set regular meetings to make sure your financial arrangements are always adequate for your changing needs.

For further information on our terms and costs of services, please click here.


We can be paid on a fee basis which is calculated by an estimate of the hours needed to carry out the work and complexity. In certain circumstances we will receive a commission paid by the insurance company based on the product if required, which may be offset against fees. In certain circumstances it can make more sense for us to work using a combination of fees and commission.

There is no charge for this preliminary meeting and no obligation on either side. We charge a straightforward minimum file opening fee of £250 when engaged to work for you following this . Our first goal is to establish whether we are able to assist you with your needs and objectives and only then and secondly if engaged to do so we shall discuss how we will be paid for our services. 

Further information on typical full costs of services can be found in our terms and costs of services document.
Your specific costs will be agreed with you before we carry out any chargeable work.