Frequently asked questions about Financial Planning, Global Financial Ltd and how we work

We always offer an initial 1-hour meeting for no charge. Our fees will then depend upon how you wish to engage with us. Our minimum fee for implementation is £2,000, and thereafter we charge 1% of funds invested, up to a maximum of £5,000.*

Should you wish to have a lifestyle financial plan designed for you, the fee will typically be £1,895. £595 is payable upon engagement and the balance payable on completion of your plan. **

Should you only wish to have a financial forecast, the fee is £795, payable upfront.

*For work involving Defined Contribution pension, we have assumed a maximum of three pension transfers. Any further pension transfers will be subject to a fixed fee of £1295 per transfer.

**As a guarantee, should you feel that the completed lifestyle financial plan does not add value as agreed at the outset, we will not charge for the balancing payment.

We are a local company and we aim to ensure that your specific needs are dealt with in an individual way, by creating your own bespoke lifestyle financial plan. We concentrate on what you want to achieve, rather than merely choosing a product or tax wrapper for you.

If we are to work together, we see this as a long-term partnership, so we like to be truly informed on all of your financial affairs and aspirations, to ensure we can provide the best possible financial planning to you from our very first meeting.

We will provide project-based advice, around building you a financial plan, but we are not in the market for transactional advice.

Regular assessments keep your lifestyle financial plan on track and review where you are headed financially.

All clients sign our Service Charter. Either Party can terminate the agreement with 30 days’ notice.

We are totally independent and regulated by the FCA.

Ideally, we would like a meeting either over Zoom or at our offices, but we will meet you at your offices or home if that is more convenient or appropriate.

At least annually to undertake a review, but we often check in with clients throughout the year.

Yes, you will get an annual valuation via our secure client portal, as a minimum.

You are able to log into our Client Portal with your own secure client code. This will enable you to see the latest valuations and documents that we have available to us. You can also update some of your own personal details, should a change occur (such as an email address) together with seeing previous Financial Planning Reviews.

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