TRANSPARENCY OF FEES

Your initial consultation with Freedom Wealth is free. It involves exchanging information about your expectations and our tailor-made services.

Our fees for initial advice reports and on-going servicing are agreed upfront.

Our typical fee for initial advice is 1.50%, subject to a minimum fee of £500.

Our typical on-going servicing fee is 0.60% per annum of the value of your pensions and investments, subject to a minium fee of £600 per annum.

You can pay us direct, or have our fees deducted from your pension and investment funds. The choice is yours.

TRANSPARENCY OF EXPECTATIONS

Forecasts are informed but cannot take into account changing market forces.

Could your investment returns fall below your expectations? Could they exceed them? The answer is yes… and yes.

Accordingly Freedom Wealth don’t make impossible guarantees.

We do respond to changing financial markets, taxation rules and your personal circumstances.

TRANSPARENCY OF SERVICE

We are a small independent firm offering a highly personal service and face-to-face financial advice.

Whether you are an individual investor or a small business owner, we have the qualifications and experience to give you the best advice.

Our advisers are based in Pembrokeshire and Bristol. Most of our face-to-face advice is provided in South Wales, Bristol and the Westcountry. We also offer a remote financial planning service for clients in other parts of the UK.

We have a history of developing long-lasting relationships with clients, achieved by delivering a great service with honest, impartial advice.