FAIRER, MORE TRANSPARENT FEES

Financial planners often charge a percentage of your investments.

We don’t think that’s right.

It’s unfair that someone gets charged more money for the same service, simply because they have a greater amount to invest.

In order to be the best financial advisers we can, wherever possible we work on a fixed-fee basis which is more transparent and, we believe, fairer on you.

You will know exactly what you are paying for, nothing is hidden and there are never any unexpected extras.

Financial forecasting

We work to a set fee to develop your financial forecast. This is a snapshot of where you are now. At this stage, you are free to continue working with us to get to where you want to be, take your plan away for consideration, or implement it elsewhere.

Life planning

We work to a set fee that includes financial forecasting as well as our life planning process; we start with an exploratory meeting and a vision meeting to clarify your dreams, aspirations and fears, and to highlight any obstacles. We then use sophisticated tools to find a way through these obstacles (financial and otherwise) and create a strategic plan for your future.

Financial services

We do not charge a commission on your investments. Instead, we charge an implementation fee based on assets under advice.

Insurance & protection

For life insurance and protection products, we can either charge a set fee or work on a commission basis. This will all be discussed with you and there will be full transparency.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.

The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk