ARW Wealth Management

Fees

At ARW Wealth Managers Limited we want our clients to understand that the service they receive will be professional and efficient and that they will incur costs in its provision.

All financial planning services offered to our clients will be fee based and costs will be explained at all stages in full.

Our Fee Structure

Initial Meeting:

Complimentary, at the expense of ARW Wealth Managers Limited and without obligation.

 

Advice Only:

Minimum fee £500 up to £3,000 depending on the complexity of the work involved and the level of expertise required.

Pension Transfer Analysis minimum fee £750

Where our advice leads to the arrangement of a financial product this fee will be included in a combined fee for advice and product arrangement. Where no product arrangement takes place an invoice will be issued for the agreed fee.

Advice and Product Arrangement:
Investment:

Minimum £500 (eg ISA investment)

£750 - £3,000 (eg typical portfolio investment)

Pension:

Minimum £500 (eg regular/single premium Stakeholder)

£750 - £2,000 (Stakeholder/Personal Pension including transfers)

£1,250 - £4,000 (Pension Fund Drawdown and SIPP - including transfers and Transfer Value Analysis System)

Protection:

Minimum £750, a typical fee is £750

Annuities:

Minimum £500, a typical fee is £500

Ongoing advice:

Where you select one of our ongoing service propositions we charge a fee of between 0.5% and 1% of the value of your investments under our control. For example, an annual fee of 0.75% of a fund valued at £100,000 would result in a fee payable to us of £750 per annum.

Mortgages:

Minimum £795, a typical fee is £795

This includes a non-refundable fee of £295 payable on application for a mortgage

Time charging:

Principal/Specialist - £175.00 per hour

Financial Planner - £125.00 per hour

Administration - £75.00 per hour

Fees are either payable by the client on receipt of our invoice, by deduction from the invested funds or from commission from the product provider at the point that a transaction is completed.