Client Agreement - fees and charges for advice
Good financial advice pays for itself.
At Financial Solutions Wales, we provide you with the choice of paying by fee or by paying by commission. There are many articles, including one featured in The Times recently, why paying a fee may be more beneficial to your circumstances.
Either way, you'll get a service which is suited to your personal circumstances, and if required, regular ongoing reviews of your portfolio, or aims and objectives.
We've included a link below to our client agreement, which sets out our costs for providing financial advice. We will always agree a fee or commission applicable to your own personal needs and the amount of work involved, so the amounts could alter depending on your circumstances.
Download our Client Agreement
The client agreement illustrates example costs and charges for obtaining advice.
Client Agreement Version 3 (January 2012[...]
Adobe Acrobat document [80.4 KB]
Financial Solutions Wales Ltd. is authorised and regulated by the Financial Services Authority.
Registered in England and Wales No. 5390216. Registered Office: First Floor, 2-4 Station Road, Llanelli, Carmarthenshire. SA15 1AB
FSA Firm Number: 445938
Financial Solutions Wales Insurance LLP is an appointed representative of Financial Solutions Wales Ltd. which is authorised and regulated by the Financial Services Authority.
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