Charges
In light of the FSA's proposed new guidelines on independent, impartial financial advice, Rensburg Sheppards is committed to maintaining its independent status.
Thus, we charge fees in normal circumstances of 2% on new funds invested and 0.5% for an on-going annual review. Any commission paid to us by third parties for investing in their products is rebated back into the investment to the benefit of the client, or can be used to offset the fees due.
Advice is alternatively provided on a time-spent basis at an hourly rate of between £125 and £200 per hour, plus VAT.
If you feel you need some advice, please complete and submit the financial questionnaire and one of our financial planning team will contact you for a complimentary no-obligation discussion regarding your circumstances. Please be advised that no advice or recommendations will be given at this stage. The discussion is designed to give you an overview of your options and what services we can provide for you with regard to your circumstances. We would be delighted to discuss your affairs in more detail with you but will make no commitment to the financial advice or take responsibility for comments made until an agreement to pay fees or our fixed charge structure has been reached.
