Fee Based Financial Planning

At the beginning of 2013, all Independent Financial Advisers will have to work on fees, rather than commissions, as it is generally regarded as being a more suitable and appropriate way of working. Here at Philippa Gee Wealth Management, we didn’t want to wait, we like to be ahead of the crowd and feel that fee-based financial planning is the best route, indeed so many of our enquiries are from those specifically looking for fee only financial planning, which is just how we operate. So it works well.

So our clients do not have to suffer having their initial investment seriously eroded from commission and charge deductions. Instead, as much of our clients’ investments get to work straight away.

But let’s be very clear about this. Getting advice doesn’t have to be expensive. Indeed that is often the mistake people make when looking at fee-based financial planning, but that is not the case.

With modern administration systems and low-cost funds, investing for many has never been cheaper.

To obtain further information on our fee-based financial planning services please email; philippa@philippagee.co.uk or call 01694 722 222.

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