Clarity is essential for your financial future.
While Saint James Place has begun to introduce a more transparent charging structure, transparency has always been our hallmark at PWS Financial Consulting. We clearly state our fees without any hidden charges.
A Comparison
On a £500,000 portfolio (split 50/50 between pension and ISA), our lower costs benefit you. Over ten years, our advice could save you £11,500 to £29,500 in costs. That’s a significant improvement. More of your money stays where it belongs: in your pocket, working for your future.
On a £1,000,000 portfolio, the savings could grow to between £22,000 and £65,000.
How We Charge and Why It Matters
We offer a straightforward approach:
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Fixed Fees: We charge a one-time fee based on the complexity of your financial situation. You pay only for the services you need, whether simple or complex.
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Transparent Ongoing Costs: Our ongoing fees are a clear percentage of the advised funds. Once again our fees based on the complexity of your financial situation so you pay only for the services you need
In contrast, Saint James Place is only now making its fee structure clearer. Transparency is part of our business model.
Forward-Thinking, Down-to-Earth Advice
We live in a world of hidden fees and jargon; we believe in simplicity. Our charging structure reflects the true value of our advice. Every client is unique, and our fees depend on your case’s complexity; there is no one-size-fits-all model. While others are just adopting transparency, it should be standard. We ensure you know exactly what you’re paying for. With potential savings of nearly £30,000 over a decade on a typical investment, we’re the smart choice.
