Tel: 01937 223055 or e-mail: info4bp@beaufortplanning.co.uk

Our Fees.

We want to ensure you’re clear from the outset on the services we provide and we aim to give you absolute clarity on both the costs and benefits of these services. Costs and benefits for each part of the process will be explained up front and before any chargeable work is done.

Our chargeable services includes the following:
  • Analysing your requirements
  • Researching solutions that deliver your goals
  • Implementing your financial plan
  • Negotiating reduced charges on your behalf
Establishing your financial plan is just the start of things. We want to give you peace of mind that it’s being continually monitored to achieve its goals and that we are reacting accordingly to market changes. We focus our attention on the day-to-day management of administering your investments, so you don’t have to.

The services appropriate to you will depend on the size and nature of your investments. Our services will be discussed in our initial meeting and the costs of each stage of the process will be set out and agreed with you up front. Our initial meeting is free of charge and without any obligation.

We are working for you to help you achieve your goals. We are not paid by product providers to recommend their products or services and therefore there are no conflicts of interest. With this transparent fee structure you can be sure that we only have your interests in mind and we can offer you unbiased access to all products in the market.

 

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