How we are paid

We are fee based and we always ask clients to agree our charges before we start work so we both know where we stand. We are happy to invoice clients’ directly or when appropriate we can ask the investment provider to facilitate the payment of our
fees.

Typically we charge an initial fee for a report detailing our recommendations. If you then ask us to implement that advice we charge a percentage of monies under management, ranging from 1% to 3% depending on the amounts involved.

For ongoing management of monies and advice in respect of that we charge up to 1% of the value of your investments with us. Normally this can be paid from the provider of your investment / pension and is taken account of in the annual charges.

Our sole aim is to ensure that we provide an effective and affordable service to improve your financial position by adding real value so that you will be happy and will recommend us to friends, family and associates
.

 

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Informed Choice South West is authorised and regulated by the Financial Conduct Authority