W&TM offers a full range of charging options. As independent financial advisers we offer a whole-of-market advice service proposition (download our Key Facts about our Services and Costs 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. Our fees are 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 offset – fee offset against commission or fees earned from a provider or
- Fixed fee – an agreed fee between client and adviser. Some fees are fixed for mortgages and equity release advice.
We do not transact on a commission only basis.
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
