• financial-planning-cheshire

    Not all firms charge for their services in the same way.

    We offer a variety of payment methods by which we can be remunerated so that you can select the method that best suits your needs.

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PROCESS & FEES:

1. Initial Discovery

An initial discovery consultation is offered at our cost.

PROCESS & FEES:

2. Research & Recommendation

Your fee for this service is a fixed minimum of £2,000.

This fee is due upon completion and delivery of your Financial MasterPlan which contains all our tailored recommendations for you. If more complex and in-depth advice is required then we reserve the right to charge a higher fee, but this will always be agreed with you in advance.

PROCESS & FEES:

3. Policy & Implementation

We work on a fixed fee basis subject to a minimum of £2,000.

We will not exceed our fixed fees without telling you first.

PROCESS & FEES:

4. Ongoing Service

We will agree separately the level of on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our costs are subject to a £1,875 per annum minimum.

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Should you decide to cancel our agreement to provide on-going services you must provide written confirmation of your decision and we will cease your payments for these services within 7 business days and after collection of any due proportion of any period charges.

All charges listed above can be deducted from your investments or paid directly by you. You should note that when paid through the investments it may reduce your personal tax thresholds and/or exemption levels.  Where this happens we will discuss it with you and confirm it in your suitability report.

Need some help?

Email us here or speak to one of our experts today.

01603 542080