Our driver at Explore Wealth Management is to have very happy clients. With this in mind, we have made our fee charges both straight forward and competitive. We also use lower cost options where it makes sense to do so.
Your first meeting is at our expense which will enable both of us to get to know each other and to establish whether we can add real value to your finances.
|Preparation of lifetime cashflow report||£450|
|Implementation of recommendations||£2,000-£10,000 depending on the complexity and value we can provide.|
|Optional ongoing reviews||A further fee will be incurred for ongoing reviews to ensure you remain on track.|
We will usually be able to confirm the exact fee we propose to charge during your very first meeting. During this meeting, we will also be able to confirm whether or not VAT is due on the proposed fee. You can opt to pay our fees by way of a deduction from your pension or investment or you can instead pay these costs separately.
Client satisfaction is very important to us, so we will guarantee not to charge you our fee if you are less than 100% happy with the service you have received.