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

Chilworth Point, 1 Chilworth Road, Southampton SO16 7JQ

Registered office

In Partnership Financial Design Ltd, registered in England & Wales company registration number 3972346

Chilworth Point, 1 Chilworth Road, Southampton SO16 7JQ

In Partnership Financial Design Ltd is Authorised and Regulated by the Financial Conduct Authority (number 194738).