Financial Services & Fees
Our overall financial planning service involves three elements:
- Planning/Advice (Initial strategic and technical advice)
- Implementation fees (buying products)
- Service (Ongoing support and care)
Unlike many advisers, we charge fees for our work. We do this because we think that clients prefer the transparency of a fee-based service so that they can see what they are getting for their money, and assess whether it is valuable. Our fee structure is simple, transparent and fair, and we believe it offers excellent value when compared with our competitors.
If you have questions on any aspects of financial planning or would like to request information on our charges, please contact info@critchleys-fp.co.uk