Our fee structure is fair and competitive, this is designed to reflect the ongoing nature of the relationship between us, our company and our clients.
The initial appointment, when we discuss your objectives and needs, at no cost to you. Fees may then apply thereafter and are explained at this time.
McInerney Barratt Financial Solutions offer a full range of financial planning services and solutions that are tailored to your particular needs at all stages of your life; these include:
The advice in any financial plan is based on your current circumstances, needs and objectives which may change over time.
At McInerney Barratt we believe very strongly in the need to provide our clients with ongoing service.
You may not have the time or resources to regularly review your financial situation and make the right adjustments to your investment portfolio. For example, rules applying to your investments may change and new legislation may be beneficial to you. There may be new products that are more suitable for your circumstances.
Changes like these should be assessed on an ongoing basis to improve your financial situation and increase the likelihood that you meet your needs and objectives.
McInerney Barratt provide a comprehensive and efficient ongoing advice and review service to help ensure you continue to meet your financial goals.