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Summary of our costs

First Meeting Free
We offer the first meeting free so that you can come along and meet our Team to see if we suit your requirements. Likewise, it enables us to appraise if we can actually assist you with your decisions and/or help you meet your goals.

Our Costs and Charges are structured to ensure that there is no bias between product and advice; clients can access our service for a reasonable cost with a choice of payment methods. These are by fee, commission or a combination of both.

Our charging structure also means that our remuneration is tied to your investment success.

Should you wish to proceed with the help of our advice and service following the first meeting, we then structure our costs to the work involved in your planning. This usually follows a 3 stage process with a charge made for each stage. It is broken down in this format as you may only require one stage of our process.

3 Stages
Stage 1 - Recommendation*
Research to enable us to produce a Recommendation Report with solutions to meet your needs.

Stage 2 - Implementation
Cost to cover the administration involved in implementing the solutions recommended and establishing your file if you wish to proceed. We collate a pack for you to keep to reduce the burden of paperwork and/or implement online facilities for you to use at your discretion.

Stage 3 - Key to Wealth Programme (Ongoing Service)
Service and cost agreed with you to provide ongoing service to meet your requirements
(See ‘Your Choice’ and ‘Key to Wealth Programme’) for further information

Please note that full details of our charges are provided at the first meeting and that any costs or charges are at the discretion of Eagle Financial Services Ltd

Any charges paid directly by you to Eagle Financial Services Ltd are subject to VAT.
Any charges paid from your contracts are VAT exempt.
* These charges may be offset against the Implementation Fee at the discretion of Eagle Financial Services Ltd
Family Accumulated Funds and Fund Value Discount may be available dependant upon your circumstances.

 


 

Registered Office: Eagle Financial Services, Suite 8, 54 Broad Street, Ludlow, Shropshire SY8 1NH
Telephone: (01584) 877726 Fax: (01584) 879913
Registered in England and Wales. Company Registration No.04357292

Eagle Financial Services Limited is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing, taxation and trust advice and some aspects of offshore investment and commercial mortgages.

Our FSA Register number is 400826
You can check this on the FSA’s Register by visiting the FSAs website www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234

Further financial information is available on the Financial Services Authority’s consumer website http://www.moneymadeclear.fsa.gov.uk/home.html

The information contained in this web site is for general information only and is not financial, investment or tax advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please contact us.