The Way We Charge
We appreciate that deciding on a financial planner is an important decision. So we will be pleased to have an initial meeting with you at our expense, to give you the opportunity to decide if we are right for you.
We can then agree the fee for the preparation of the initial financial plan.
If any new arrangements are required a separate transaction fee will be quoted.
Ongoing we will charge a percentage of the assets under our advice or influence.
WHERE WE ARE
10 Romsey Road, Eastleigh, Hants SO50 9AL
HOW TO GET TO US
- By road: M3 junction 12 or 13 / M27 junction 5
- By rail: Eastleigh BR station (5 minutes walk away)
- By air: Southampton Airport (less than two miles away)
Registered office
In Partnership Financial Design Ltd, registered in England & Wales company registration number 3972346
10 Romsey Road, Eastleigh, Hants SO50 9AL
In Partnership Financial Design Ltd is Authorised and Regulated by the Financial Services Authority (number 194738).