Like other professionals, we are remunerated by charging fees. Specific fee levels are determined based on the amount of work involved, which will depend on the complexity of your case.
The charges for our wealth management services at Loch Fyne Financial are clear and totally transparent. You will be advised of any applicable fees before we commence work; these will be discussed and agreed with you. Below is a guide to our charging structure:
- A project fee on an individual basis, typically 1% of funds under advice for the initial financial review and implementation of your investment plan.
- For ongoing advice and review, typically 1% per annum of funds under advice.
Note that these fees may be subject to VAT.
Your fees can be settled in person (via cheque or BACS), taken from your investments (with prior agreement), or a combination of both.
The first step in our process is to host an initial exploratory meeting to understand, in broad terms, your objectives and to agree if there is a fit between your needs and the services we provide. This meeting usually lasts for around one hour, the cost of which is met by Loch Fyne Financial.
To find out more about our range of wealth management services at Loch Fyne Financial including retirement planning advice business financial advice, financial planning advice or to arrange an exploratory meeting, please get in touch.