How we charge
It’s natural to feel uncertain about some aspects of taking financial advice, but with our transparent approach, fees won’t be one of them. Learn about our structured approach to pricing, what’s included in the fees you pay, and why proper financial planning can be so beneficial.
Clear, honest, and dependable
We believe you deserve to have as much information as possible at your fingertips before making a decision about using our services. Follow the link below to read more about the advantages financial planning can provide, or scroll down to see our fee structure in full.
The value of financial planning
Learn about the benefits
Investments
What you get |
What’s involved |
What it costs |
|---|---|---|
Financial lifestyle plan (plus plan review meetings) |
The production of a detailed report outlining our recommendations for meeting your financial and lifestyle goals, as discussed in our meetings with you and based on the information gathered by our team about your current circumstances. |
£2,500
|
Implementation |
Our expert support in putting the recommendations in your financial lifestyle plan into place includes handling all administrative tasks such as contacting product providers. |
1% of your investment (Minimum £1,000) |
Annual review service |
One face-to-face or online meeting per year to discuss your plan, portfolio performance, and any changes that need to be made. |
0.85% of your investment (Minimum £2,000) |
Twice-yearly review service |
Two face-to-face or online meetings per year to discuss your plan, portfolio performance, and any changes that need to be made. |
1% of your investment (Minimum £5,000) |
Equity release
What you get |
What’s involved |
What it costs |
|---|---|---|
Advice |
Our expert advice on the right equity release solution for your individual circumstances. |
£1,000 (Payable on completion – please note our commission from the provider will be in addition to this) |
Examples – Initial fees
Type of case |
Investment amount |
Costs involved |
Total initial fees |
|---|---|---|---|
Basic |
£250,000 |
Financial lifestyle plan = £1,750 |
£4,250 |
Standard |
£350,000 |
Financial lifestyle plan = £2,500 Implementation = £3,500 |
£6,000 |
Complex |
£500,000 |
Financial lifestyle plan = £3,500 |
£8,500 |
Example – Stand-alone work (quoted in advance)
Type of work |
Costs involved |
Total initial fees |
|---|---|---|
Annual Allowance carry forward calculation |
IFA work, 3 hours = £750 Paraplanner work, 2 hours = £390 Administrator work, 1 hour = £100 |
£1,240.00 |
Examples – Annual fees
Level of service |
Investment amount |
Rate |
Total annual fees |
|---|---|---|---|
Standard |
£200,000 |
0.85% |
£2,000 |
Standard |
£350,000 |
0.85% |
£2,975 |
Enhanced |
£500,000 |
1% |
£5,000 |
What our clients say
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.
See all client storiesDon’t just take our word for it…
Our latest survey results…
would recommend us to their friends, family or colleagues
of clients believe that working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner
Barwells Independent Financial Management Ltd. Registration No. 07915410.
Registered office: 1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU.
Authorised and regulated by the Financial Conduct Authority, FRN 588626
Barwells Wealth is a trading name of Barwells Independent Financial Management Limited.
Production
