What you pay

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.

Service

Cost

Initial meeting

At our expense and without obligation

Preparation of report outlining our recommendations

From £450
Implementation of recommendations

3% of the first £150,000 of the capital sum to be invested (subject to minimum £2,000 fee for Investments, £3,000 for Pensions)

Amounts in excess of £150,000 an additional 1% of the capital sum to be invested

By way of example if we were advising you on a capital sum or pension pot of £250,000 then our fee would be £5,500

Optional ongoing reviews

A further fee will be incurred for ongoing reviews to ensure you remain on track

 

During your first 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 from us.

For more information about our services and costs, call us today on 0191 285 1555 or send an email to enquiries@explorewealth.co.uk.