W&TM offers a full range of charging options. As independent financial advisers we offer a whole-of-market advice service proposition (download Initial Disclosure Document for more information). We will be happy to discuss these terms will you prior to proceeding.
We offer an initial free one-hour discovery meeting. Our charges are fully flexible to adjust to your requirements. We do have minimum fees as detailed in our terms of business, which can be downloaded by clicking the link at the bottom of the page.
Our “menu” of charges are as follows:
- Fee only – hourly rate in accordance with the terms of business (after the free discovery meeting).
- Fee offset – hourly rate per time spent but offset
against commission
earned from an investment
- Fixed fee – an agreed fee between client and adviser.
Some fees are fixed for mortgages and equity release advise.
We do not transact on a commission only basis.
Please download our Terms of Business and Initial Disclosure Document (IDD) by clicking on the links below.
Wealth
& Trustee Management Limited
Capitol House, Capitol Walk, High Street, Congleton CW12 1WB
Tel: 01260 292690 | Fax: 01260 292699
Wealth & Trustee Management is authorised and regulated by the Financial Services Authority
Capitol House, Capitol Walk, High Street, Congleton CW12 1WB
Tel: 01260 292690 | Fax: 01260 292699
Wealth & Trustee Management is authorised and regulated by the Financial Services Authority
