Independent Financial Planning

T: 0141 226 3184 | E: aw@fitzroywm.co.uk

Our Solutions Service

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Our Solutions Service

This is very much a fee based service to respond to client enquiries rather than an on going active wealth management service.

The fees for services are as follows:

  • Free initial review discussion for a maximum of 1 hour.
  • Engagement meeting to establish needs and financial objectives £200.
  • Holistic Financial Planning report with recommendations £750
  • Annual financial review £500
  • Client meetings charged at £200 per hour
  • Valuations £75 per valuation
  • Fund management switches cost £75 per switch
  • Encashment fee service with consultants advice £150
  • Encashment service with no advice £75
  • Annuity purchase quote £500
  • Annuity purchase service £750
  • Retirement options Report £750
  • Access to My Wealth manager £25 per month

Cost of Service

Director                                                £200 per hour
Financial Adviser                                 £180 per hour
Administrator                                       £  75 per hour

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