Broughtons Financial Planning Ltd - Independent Financial Advisers and Wealth Managers

How Much Will It Cost?

As truly Independent Financial Advisers, Broughtons Financial Planning Ltd can offer a choice of payment methods.

An initial meeting will normally be free of charge, as this is the opportunity for us to get to know you and gather the facts which will form the basis of future advice.

We will provide you with our Terms of Business and documentation to officially explain the various ways that you can pay for our services.

In summary, we can be paid by the following methods:

Fees - A fixed fee or a fee based on our hourly charge-out rate
Commission - Based on a percentage of the investment or annual premium
A combination of the above

We will explain how each option works and agree on a method of payment that we are both comfortable with before proceeding further.

As wealth managers, Broughtons Financial Planning Ltd have secured preferential dealing terms with investment companies which provides our clients with significant savings on the purchase of their investments.

Indeed, Broughtons Financial Planning Ltd pride themselves on providing "added value" at all times, from the point of advice through to the administration of clients' portfolios.

"making money is art and working is art and good business is the best art." - andy warhol

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