What IS It?
We often find when looking into fees that our clients have been paying much more than they thought. The Charge Comparison service helps to ensure you’re getting value for money from your adviser and aren’t overspending on fees meaning more for your money pot at the end.
ensure you’re getting
Value for money from your adviser
We structure our fees based on four guiding principles: transparency, control, added value, and a consistently fair approach.
We will always provide you with the details of any charges or fees at our initial meeting and in advance of any work being undertaken.
What IS It?
For instance, when we compared our charges (based on our 24/7 cautious portfolio) on a £500,000 investment to one of our competitors we found an astounding difference.
“Our charge comparison service could save up to 0.96% per annum on £500k.
That’s a £4,800 per annum saving on fees – £ 82,906.78 over 10 years, assuming a 6% growth!”
Contact Us Now
If you'd like us to get in touch with you all you need to do is head over to our Contact Us page and complete the form.
If you'd rather not wait, there are a number of ways for you to get in touch with us directly.
Chester: 01244 659659
Oswestry: 01691 654613
Hilliards Court, Chester Business Park, Chester CH4 9QP
9-11 Salop Road, Oswestry, Shropshire SY11 2NR