Financial Planning Fees
We know you want to be clear on how much you will pay for financial advice. UNIQ Family Wealth has always been a service-based, fee-charging business and we pride ourselves on being transparent and striving to provide value-for-money.
At the initial UNIQ discovery meeting, we discuss your objectives & requirements. This service is offered on a complimentary basis. At this meeting however, we will advise you of our fee structure and fees specific to you, which we then confirm in writing. As everyone is different, these can vary.
To give you an example of our fee structure, a full Financial Planning service could look like this but will be based on your individual needs:
Initial meeting with our compliments
Financial planning recommendations, normally a pre-arranged fixed fee based on your personal requirements ranging from, for example, £475 to £3,000.
An implementation fee of between 1 - 3% dependent on the size of your portfolio.
Annual service fee 0.75 - 1% based on the value of your assets under our control. (This includes the annual strategy meeting, valuations, updating your cashflow, rebalancing and switching of funds.)
Financial Planning fees are normally calculated on a time, expertise + added value basis in a similar way to an accountant or solicitor. Any fees or payments arising from all third party sources are disclosed and offset against fees due, passing the full benefit to you.
Some fees may be subject to VAT. These will be explained to you in detail at the initial meeting.
