FINANCIAL AUDIT FEE

What are you trying to achieve from finances?
Are you on track to achieve your goals and objectives?

Fraser Wealth Management can offer you a thorough independent financial review for a fixed fee.

This fee is dependent upon the complexity of your case and personal circumstances. We will agree the fee with you in writing before we undertake any work on your behalf. This does not involve implementing a financial product.

MANAGING YOUR PENSION &
INVESTMENT FUNDS

A review of your income & growth objectives.

Review of your existing pension & investments.

Recommendations on fund choices and strategies.
For this we receive up to 1% of funds under
management for the ongoing stewardship of your funds.

These fees can be used to offset your Wealth Management Programme fees. 

WEALTH MANAGEMENT PROGRAMME

Annual reviews are important and benefit all clients.

Circumstances can change quickly.

Reviews are chargeable.

A monthly retainer ensures a face to face review. 

IMPLEMENTATION FEE

As independent financial advisers we will fully
research the market place in order to obtain the best
terms on your behalf. A fee will be charged for the
implementation of our advice.

Fraser Wealth Management may receive payments
from product providers for placing business through
them. These payments can be used to offset our
financial audit fee.