An initial consultation is offered to prospective new clients, at no cost to them – this can be at our offices, your home or your place of work. There is no charge for this initial meeting and no obligation on either side.
Should this first meeting indicate we are able to assist with your needs and objectives, we will agree with you how we will be paid for the services you instruct us to provide. This discussion will cover the terms of the amount or hourly rate and the timing of the payment, which could be upfront, when you invest, over time to provide a service to you, or a combination of these.
Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken. A schedule of our fees is available on request, but by way of illustration, initial fees usually vary between 1% and 3% of the amount to be invested. Annual fees for ongoing services vary between 0.5% and 1% of the value of investments. In some cases we may carry out work on a fixed fee basis.
The fees we charge will be a matter for discussion and agreement and no charges will be made without prior notification in writing.
One of our primary goals is to provide our clients with a clear and explicit value for money fee proposition.
Financial Planning Partners Ltd
19 Wellington Business Park
Tel: 01344 778990
FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.