Costs & Disclosure

Transparency is key to a successful relationship with our clients
Cost & Disclosure

We believe that our role within the client/adviser relationship is to improve the financial standing of all those we interact with, whilst acting honestly and with integrity to achieve this goal. We also believe that transparency is key to a successful relationship with our clients and an easy to understand remuneration structure is part of this transparency.

Client outcome is our first and most important priority and this is at the heart of everything we do. Yes, you expect JDA to be remunerated in some way for the role we provide, but first, we must prove to you that any advice we give and then implement for you is best advice and meets your needs/requirements.

We are committed that the way we are remunerated is transparent and you will be informed of any fees charged or commissions earned for advice is fully declared to you prior to any implementation of such advice/recommendations and then documented to you in writing. We have chosen as a business to provide new and existing clients with a free, no obligation initial discovery meeting to support our ongoing commitment to transparency and client relationships.

If you want to know more then please complete the form below and one of our experienced advisers will contact you.

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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