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Transparency of costs is vital in our industry in order to help prospective clients understand how we work.
Our fee structure is designed to treat customers fairly especially those with large sums to invest as we typically charge flat fees for initial advice. If you like greater certainty of being treated fairly on the fee side of things, then we are your sort of firm. As the sum invested rises our ongoing advice fees % reduces. We understand that many financial planning firms charge a percentage of the amount being invested, often 3% and in some cases 5%. On £200,000 this would mean a £10,000 charge upfront whereas ours is more likely to be £1,450 which is a major benefit for our clients with larger sums to invest or seek advice upon.
Please click on our Service Proposition document via the link here to see how your fee should look.
The initial consultation is free of charge. This gives you an opportunity to get to know us and enables us to establish if we can help.
Fees are paid to our network 'Sense'. If you decide to set up a new investment/pension, it may be possible for the fees to be paid to Sense out of the amount invested/transferred. Sense keep a percentage and the remainder is passed over to ourselves.
Our fees cover researching and identifying suitable solutions, providing a written report, arranging recommended transactions including the administration of any supporting paperwork, as well as ongoing monitoring and advice. Our fee structure complements this process, aiming to provide real and lasting value for money.
The value of investments can go down as well as up and you may receive back less than you originally invested.
Willcox Financial Limited is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.
This site is intended for UK consumers only. The information contained in this website is for general information only and is not financial, investment or tax advice