Charges

The ​Trafalgar Group are impartial and independent and DO NOT apply or impose any charges directly to our clients.

There is no charge for any initial, subsequent or ongoing meetings with Trafalgar’s advisors, Consultants or Managers. You ‘being the client or perspective client’ are also under absolutely no obligation to follow or proceed with any of our recommendations, strategies or solutions.

In the event that you decide to act upon or proceed with our recommendations, we ‘being the consultancy/advisory will receive an industry standard fee from the financial institution which provides your underlying strategy or product. This ‘fee’ is subject to Trafalgar Group adhering to all applicable financial regulations, compliance procedures and the undertaking of an ongoing level of service to the client.

This ‘fee’ is part of the costs of the standard product(s) themselves imposed by the financial institution or life company and will be clearly outlined in both the literature and personal recommendation report that will be provided as part of the financial planning process prior to proceeding.