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Financial Planning Clients - Fee Based Advice
For clients who appreciate the work that we do on their behalf and see the value in being provided with an ongoing service, we charge fees in a number of ways.
For the strategies that we create, we charge a fee of £2,000 reflecting the intellectual capital invested. A comprehensive written report will be provided to you and our fee will be payable regardless of whether or not you proceed with the recommendations contained within the report. Any initial commissions that may be generated will be rebated back to your investment, thereby having the effect of reducing charges.
On the basis that you are happy to proceed with the strategy, we charge an implementation fee of 1% of the value of the assets placed under investment.
Additional fees are charged for ongoing service and these are detailed in our document titled ‘Service Levels and Schedule of Charges’
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Financial Futures is an appointed representative of Investments Limited, which is authorised & regulated by the Financial Services Authority. FSA number 176946 |
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