Sweeny Wealth Management Ltd, Poplars, High Road, Leavenheath, Suffolk CO6 4PE
This can be a continuation of the initial discussion or, where agreed, a further appointment. This process covers the:
Our charge for this service is a fixed fee of £1,750, payable on provision of the report containing our recommendation(s) to you.
Should you instruct us to proceed with (any of) our recommendation(s) we will act for you in the following ways:
Our charge for this service is a fixed fee of £1,250, payable on completion.
Please note, our fees either be paid directly on commencement of a policy or you can facilitate the implementation fee through your policy.
Under current legislation our services are not subject to VAT but should this change in future and VAT becomes payable, we will notify you before conducting any further work.
It is important to review every investment you hold and at regular intervals.
At the time of, or prior to, our recommendation to you we will discuss our ongoing service proposition.
Our costs and services for this proposition are confirmed in our ‘Service Proposition and Engagement Agreement’, available on request.