01787 370460

Our Fees

We differentiate ourselves from other financial advice businesses in that we do not base our initial advice fees on the amount of assets that you have or wish to invest. In contrast, our planning fees are based on your specific needs and the level of complexity of the work involved. We believe this is a more transparent way of charging for our services. Each of our three core services described above are charged separately. We offer a menu of services and charging structures to suit most budgets and preferences.

Our Approach 

We believe that our clients broadly fall into three different groups depending upon the complexity of their circumstances and should be able to receive the type of financial plan that matches their specific requirements and be charged accordingly. In our view, a client who has uncomplicated circumstances and requires a relatively basic financial plan should not have to pay the same price as someone who requires a more complex one.

We have detailed the costs involved at each stage of the process, all of which are chargeable separately. Whilst we have included some generic attributes of our existing clients, for whom each option has generally been most suited to, it is important to note that the type of plan that you require will largely depend upon the complexity of your own circumstances and the amount of money you wish to invest.
Please note, some clients do not need all the advice services that we offer. For example, some clients may only require a financial plan and they are comfortable with implementing our recommendations by themselves and do not require any further interaction with us. 

In contrast, other clients either do not have the time, knowledge or desire to manage their personal finances and investments or to implement our recommendations and therefore require a more in-depth service option. 

If you are unsure about which service(s) you may require, we will help you decide what best suits your needs during our initial meetings.

Preliminary Stage - Initial Meeting

We offer all prospective clients an initial meeting, without charge or obligation, to see if we can work together and if our services would add value to you. At this meeting we will also discuss the cost and levels of our services both initially and throughout our relationship with you, should you wish to instruct us. 

We offer meetings in person, over the phone or via secure web-conferencing, depending upon your preference, at a time and location convenient for you. If we both agree to proceed following this meeting the first stage will be to create your personalised financial plan.
OUR FEES FOR CREATING YOUR PLAN
Sweeny Wealth Management Ltd is registered in England and Wales. Our registered office is Poplars, High Road, Leavenheath, Suffolk CO6 4PE

We are authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 821005.

The content of this website is intended for information purposes only and does not constitute financial advice. The value of your investments can fall as well as rise and you may get back less than you invested. 
© Copyright 2021 - Sweeny Wealth Management Ltd
 paul@sweenywealth.co.uk
 Poplars, High Road, Leavenheath, Suffolk CO6 4PE
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