Fee based financial planning
Members will offer advice or ongoing support relating to financial issues, client contact or schemes that a business may operate and charge a fixed fee for their services.
The fee will be agreed at the outset and clearly outline what you will receive for this fee.
Please ask for a copy of the members fee schedule or client agreement.
Annual Funds Under Management
This is usually an advice charge where our service proposition includes ongoing management, rebalancing and administration work carried out by us throughout the year.
This will be paid for under our Client Agreed Remuneration options or Adviser Charging and agreed with you at the outset so you know exactly what you will be paying and what level of service you will receive.
Ad Hoc Fees
This would be tailored to each particular client depending on the service required.
This would be useful for clients who want to transact business outside of their normal ongoing needs or service over and above the agreed level with one of the members.
Client Agreed Remuneration
All of our clients have the option of paying fees in the form of a cheque from their own reserves or by having the cost of advice deducted from their investments in the form of Client Agreed Remuneration or Adviser Charging.
A clear illustration on how much any advice will cost and what level of service you will receive will be provided within the client suitability report provided by the member.
*We provide complete charging transparency and nothing is left out to be discussed at a later date.