As a client of Simpsons Wealth Management, you will receive high quality advice giving you confidence, clarity and stability around your financial planning.
We believe that clients value our approach of long term, personal client relationships. Our role is to deliver a process of fee based advice rather than sell products to earn commission. This avoids a conflict of interest and maintains the integrity of our advice.
The Advice Journey is broken down into four key parts and we will explain our fee for each one through an engagement letter before we proceed.
Discovery
This is an initial two-way meeting. It gives us a chance to explain the way in which we work and allows you to highlight your immediate concerns and longer term goals. This will allow both parties to decide how we can move forward.The meeting is at our expense and without obligation.
Advice
We will:
- Ask you important questions, gather detailed information about your financial position and contact existing providers if necessary.
- Create a bespoke letter or report with an analysis of your needs and make specific recommendations
- Confirm our advice fee before we start work and if you take no further action, it will be the only fee charged.
Implementation
We discuss our report with you and answer your questions. If you go ahead with any recommendations we will provide and guide you through any paperwork.
The fee for implementing any investment, pension or protection plan will be a fixed monetary fee based on the complexity and level of responsibility we are involved in.
Review
The success or failure of a financial plan relies heavily on keeping it under review because over time your circumstances, legislation and investment objectives will change. We can offer a bespoke review service for you and agree the most suitable approach for your future planning needs.
