GHC Wealth Management prides itself on providing an expert service whilst offering excellent value for money. The fees and charges outlined here are our standard rates and will give you a good idea of the costs of our services. All client’s situations are different and hence we provide an individual quote for each of our clients.
Of course, all of our fees and charges will be clearly communicated to you for agreement prior to us undertaking any chargeable work.
A Wealth Management and Financial Planning review and subsequent detailed report will naturally depend upon the complexity of your circumstances and the report required. Some examples of typical charges are below:
The advice we provide may include a recommendation for you to make an investment or contribute a top up to an existing investment. Our fee for this will be a percentage of the new investment and will typically be up to 3% depending upon the outcome of our review and the nature of our recommendation.
Should you decide to go ahead with our recommendations in your review, the cost of your Wealth Management and Financial Planning Review and Report will be offset against this fee
Any investments which we arrange for you will be kept under review as part of your ongoing service. This is to make sure that the recommended products and services continue to be suitable for your requirements and circumstances. Ordinarily, this will include one meeting per year either at your home, our offices, by telephone, or by video conference. Our fee structure is based upon a percentage of your funds under advice. This will typically be 1% dependent upon the complexity of service, number of meetings you require and their location.
For any unregulated financial planning we work on a transactional fee basis. The cost of this is based on an hourly rate that varies depending upon the level of support and complexity of planning required.
For full details of our fees and charges either download our Fees and Charges brochure or by getting in touch with us.