Our Service
Introduction
We are committed to the concept of truly independent financial advice. We therefore work on a time-based or fixed-fee basis, and our advice is never influenced by potential commission from sales.
Our service covers the whole spectrum of personal finance, including:
- Budgeting
- Protection
- Mortgages and debt planning
- Tax efficient investments
- Asset allocation
- Planning for education costs
- Planning for financial independence
- Retirement planning
- Inheritance tax planning
Charges
Our fact-finding discussion is provided free of charge and without obligation. Fees for preparing the initial report will be quoted after this first meeting.
Charges for any work agreed following the initial report are calculated on a time basis, and will be quoted in advance. If we should earn any commission during the implementation stage, it will be offset against the fee.
We would be delighted for you to become our client.
Contact us: finplan@nwbrown.co.uk
We willshortly be making a survey available for your comments. In the meantime, if you would like a paper version emailed to you please do use the address above to request one.