Charges

Financial Advice Fees to Suit Your Situation

Any initial meeting that we have would be free of charge.

Once we have established that we wished to work together going forward then as part of the planning process we would agree any charges for the work to be done with you, before any action was taken.

There are a number of different options for how financial advice fees can be paid, including fixed fee options and percentage based fees that would be paid directly from yourselves or by deduction from your investments / pensions.  You can use any of these options to pay fees or even a combination to your suit your situation.

Should you decide that you wish to use our ongoing services for reviews and maintenance of your financial plan, then ongoing fees are generally deducted from the plans held and paid to Taylor Withers & Company by the Product Providers concerned.

You would, of course, be able to cancel our ongoing services at anytime by giving 28 days notice.

Ongoing Services / Reviews

Our review services will allow us to monitor your investments / pensions through each year culminating in a review meeting.

The review meeting will provide a fixed point each year and will cover the following points:

  • Overall review

  • Income / expenditure review

  • Investment review (if appropriate)

  • Retirement planning review (if appropriate)

  • Estate planning review (if appropriate)

  • Taxation update (if appropriate)

  • Any issues or concerns

  • Any recommendations for changes to your portfolio

Please note, however, should any issues arise during the year prior to any review meeting, then we would contact you to discuss these prior to making any recommendations for changes should we feel it necessary to do so.

Taylor Withers Financial Advice Fees