Our Fees | Financial Adviser | Turner Wealth & Consultancy
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Our Fees

FOR OUR PROFESSIONAL SERVICE

We offer an initial discussion at our cost and with no obligation from your part.

​Following our initial discussion if the decision is to proceed with our services there is a cost for our advice. This could be paid as a fixed fee that is appropriate to the work involved or if preferable the fee can be deducted from your investments.

​All clients and requirements are different and when we meet we will take the opportunity to agree a budget with you. All fees will be agreed with you at outset and no charges for fees will be made without prior notification in writing.

Typically our charges would reflect the following:

 

Initial Advice Fee

​Work involved in analysing and researching your existing investment where applicable and implementing a suitable investment strategy.

 

​Ongoing Advice Fee

Once your plan is in place we will continue to monitor your investment and advice you on a regular basis. Through our Discretionary Fund Management Partners we can assist you with tax issues that may arise in your investments and prepare the information needed for tax returns.

financial adviser

The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. Turner Wealth & Consultancy Ltd is registered in England & Wales. Registration number 11619221. Registered Office: Tavistock Square, London, United Kingdom, WC1H 9LG. Tel: 07515 945705. Turner Wealth & Consultancy 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 is 487395. This can be verified by visiting The Financial Services Register here. Vision Independent Financial Planning Ltd is registered in England and Wales. Registration number 6650476. Registered Office: Vision House, Unit 6A Falmouth Business Park, Falmouth, Cornwall, TR11 4SZ. Tel: 01326 210904.