Fees

As Independent Financial Advisers, we offer impartial advice that is either fee based and/ or charged on a commission offsetting basis.  Such transparency of charges allows our clients to establish value and promotes trust within our holistic approach.

Accord Financial Management Ltd offers you an initial meeting to understand, in broad terms, your needs and objectives, and to agree with you that our services are right for you going forward.  This meeting usually lasts for around an hour, the cost of which is met by our firm.

Whether you buy a product or not, a fee may become payable for our advice and services.  We will advise you of the fee before commencing any work which would become payable on completion.  If we also recieve commission from the product provider this will be fully accounted for and used either to enhance the relevant products, refunded to you or offset against the final fee.

We will confirm how we will be remunerated & what we will charge in writing before beginning work.  You may ask us for an estimate of how much in total we might charge.  You may also ask us not to exceed a given fee amount without checking with you first.

Our initial meeting is without cost or obligation so call us on 01903 770767 or contact us today and we'll be pleased to help you.