Our Fees
It can be difficult to find a suitable financial adviser, especially one you trust. But whoever you choose, there will always be a cost for the service. Here’s a guide to the way fees are charged for financial advice.
A guide to fees for independent financial advice
We offer all new clients an initial meeting which is held at our expense and without obligation. We prefer that this initial meeting is held in our offices in Reigate or in mutually convenient location. Following this first meeting, if you wish to engage our services, we will write to you, to confirm the scope of our advice and the associated fees.
This document is designed to provide clarity of how we are remunerated. Our fee structure is broken down into a number of elements to provide transparency and to ensure that our fees are not solely based on you buying a product but on our chargeable time.
Registered Address: 298 High Street, Dorking, RH4 1QX. Registered in the UK. Registered No: 06547507. Define Financial Planning Limited T/A Define Wealth is authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate taxation and trust planning, inheritance tax planning, some forms of estate planning and some forms of savings.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
t: 01737 888110
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