Our approach to fees
We appreciate that you may have concerns about how much financial advice will cost. You may even wonder if paying for financial advice is worth it. So, when it comes to charging fees, this is what we promise to deliver:
No upfront cost to you
We will always bear the cost of the initial ‘discovery meeting’. This is where we can discover your ambitions and goals in life. Once we understand these, we can build a financial plan designed to help you achieve them. It’s also your opportunity to discover more about us before deciding whether we’re the right financial advisors for you.
Clear and transparent
Just like our approach to providing financial advice, our fees are explained in terms which are completely clear and easy to understand. We are happy to work on an hourly rate, or a flat fixed fee, or on a fee calculated as a percentage of the investment/pension plan on which we are giving advice – whichever is agreeable to you.
You’re in control
We won’t undertake any chargeable work until we’ve agreed the fee with you. There are no ‘surprise’ charges hidden in amongst lots of paperwork. This way, you can decide whether and when we give advice and/or when we implement any recommendations.
Value for money
We work hard to make sure that your investments perform so that you can achieve your financial goals. However, financial advice isn’t just about managing your investments. It’s also about giving you the peace of mind and security that comes with knowing that your wealth is in safe hands.
If you would like more information on how we charge for our services, please contact us
What our clients say about us
We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals. Results from our client survey in June 2024 show that:
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
Always had excellent service from Tom Fawcett and very quick to respond to any query often anticipating any query, usually just after the statements are sent out, and sends me an email beforehand pointing out any problems or not.
A client since 2001
I think that the remuneration you will receive is very reasonable indeed given the time, effort and thoughtfulness you have evidently put into considering all aspects of our problems.
A client since 2018
Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.
A client since 1999
Thank you so much Michael, this is all such a help. Great to have clarity.
A client since 2020