We start with an initial chat to understand broadly what you are trying to achieve and gauge whether I may be able to help you. If you choose to engage our services then the next step will be to sit down together for an in-depth fact-finding discussion which allows us to really understand your circumstances and objectives, what’s important to you and what limitations (if any) there might be to achieving your objectives.
We will research your options and produce a considered, tailored report setting out the advice as to the most suitable way forward for you to proceed – your personal financial plan.
2% up to £300,000
1% over £300,000
Either Adviser fee (full service)- 1% p.a. up to £500,000, 0.85%p.a. £500,000-£1,000,000 and 0.70%p.a. over £1,000,000
OR Adviser fee (lifeboat solution- for low value and simple requirements) 0.70%p.a.
Platform fee- 0.23%p.a. up to £1,000,000, 0.10%p.a. over £1,000,000
Fund Manager fee- dependant on your attitude to risk
Please note, from 1st November our fee structure will change to:
3% up to £150,000
1% over £300,000
Minimum financial planning fee £500, minimum transfer fee £1,000
I like to build lasting relationships with my clients so that I can monitor the progress of financial plans against the objectives and appropriately modify them when circumstances change or the unexpected happens. This on-going service means that we will be available to my clients for any financial planning queries that crop up in between annual reviews where they want my advice or guidance. In addition, Cheetham Jackson Ltd are there to support me with our proposition and administration which means that we get the most out of our time together, our experts regularly review the market and our proposition to ensure that we keep our clients on the front foot when it comes to their financial plan.
We have a very clear view of what clients need and want from a financial planning company and it is in these views we believe we are very different to our competition.
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