Our Fees
Our Fees
Our priority is to ensure you receive value for money for a high-quality service.
For every initial enquiry we offer a preliminary meeting at no cost to you with no obligation on either side. This gives us a chance to discuss and establish your financial needs and objectives in a friendly and confidential manner. At that meeting we will clearly explain to you how much the advice will cost if you decide to proceed with our service.
The payment options for our advice are;
- Percentage of amount invested
- Fixed fee
- Hourly rate
We would always discuss these remuneration options with you beforehand to agree on the best way forward and no charges for fees will be made without prior notification in writing.
For expert solutions on wealth management, contact Apex Independent Financial Planning on 01704 827 480
For expert solutions on wealth management, please contact Apex Independent Financial Planning on 01704 827 480
Apex Independent Financial Planning Ltd
is an Appointed Representative of Vision Independent Financial Planning Ltd
which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm reference number 487395. This can be verified by visiting The Financial Services Register
here.
Registered in England and Wales. Registration number 6650476.
If you wish to also visit Vision Independent Financial Planning Ltd website please click here
Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ.
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK
Apex Independent Financial Planning Ltd registered office is: Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF. Registered in England and Wales. Registration Number: 09747110
A link to a third-party website does not imply endorsement or any responsibility for said link on the part of Apex Independent Financial Planning Ltd; you must use your own judgement to decide whether the information or service on that website is suitable for your individual needs. If a website is not linked to ours, this neither means nor implies that it is unsatisfactory.
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