FEE SCHEDULE FOR PRIVATE CLIENTS
How will you pay for our Service?
We always charge fees in a transparent way for the professional services we provide. Normally these fees are paid by you direct to County, but it may also be possible for fees to be deducted from certain types of investment. Where this latter option is available, your adviser will discuss this with you and agree the right approach for your own circumstances.
We will discuss your payment options at our initial meeting. We will not charge you until we have agreed with you how we are to be paid and the fee agreement will be completed and signed by both parties in confirmation.
Depending upon the advice service we provide, we will also tell you if VAT is likely to be payable on our fees.
The initial meeting of approximately one hour will be at our offices in Beaconsfield and will always be at our expense and without any obligation on either party. This meeting is an opportunity to find out more about you and your financial aspirations. We will also provide more information about our company and hope to demonstrate how we may be able to help you achieve your financial objectives.
Following this first meeting we will write to you with an engagement letter describing the specific services we will provide and how our fees will be charged. Our fees are charged for three separate activities: advice, implementation and on-going review and support.
Comprehensive Financial Planning
Comprehensive Financial Planning is our premier advice service for which we charge on a fixed fee basis. There are four stages to this process; analysis and the creation of a financial model from the information you will provide; financial analysis meeting and report, considering your present position in relation to your future objectives; creation of a financial plan based on our lifetime cashflow modelling; strategy meeting, which is an interactive session to agree the plan and make specific recommendations for the achievement of your financial goals. We will provide you with a quotation for the fee for this service after taking into account the complexity of the work involved.
Alternatively, an Advisory Service fee will be charged on a fixed fee basis for work you commission us to carry out on your behalf, which does not include a comprehensive financial plan. The level of fee will depend both on the complexity of the work involved and the level of expertise required. We will confirm the advice service we will be able to provide and cost in an engagement letter sent soon after the initial meeting, but before carrying out any work on your behalf.
Our advice fee is payable on completion of the advice activity, although you may wish to pay the fees at stages throughout the process if this is more convenient to you. If we do not carry out any transactional activity, this advice fee is the only one you will make. Our fees are ordinarily settled by payment of our invoice but, on occasion, if we go on to transact a financial product, we may agree that the fee will be deducted from the product itself.
To help you understand more about our Fees we have a document entitled Fee schedule for private clients. Please click on the icon to download it or to read it online.
We are very grateful for all your friendly help and advice, and guidance through the transfer process. We are confident our savings are now in a more productive scheme.