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Advice fees differ from firm to firm. Here at Northfield Wealth we have researched the market locally and nationally to make sure our charges are fair, we also offer great value by offering additional services to our clients over and above those usually offered by a financial advice firm.

We offer a free 30 minute initial review. At this review we will clearly explain our charges and how they can be paid. Often the charges can be made from your existing investments and/or pension but you also have the option to pay us directly. Since a government review in 2012 financial advisers are no longer allowed to receive commission for Investment or Pension advice.

For clients with more than £50,000 we charge an initial charge of 3.5% of the amount invested, if the client has less than £50,000 we charge 5%. Minimum charges per product apply and we also charge a separate fee if the client wants financial planning and plan analysis only.

Majority of our clients also pay an ongoing advice charge for us to review their investments and pensions on an ongoing basis. This is extremely important to ensure your investment is always working hard for you compared to others in the market, it is also important to keep up to date with changing legislation, we do this for you and meet you annually to review your investment, pension and full financial situation. Our ongoing advice charge is 1%.

Clear as mud? We understand that charging in the financial services world is complex, which is why we offer a free 30 minute initial review, we can clarify our charging structure, what that means for you in pounds and pence and also look at areas where we can help you to achieve your financial goals.

Experience – Between our advice and administration staff we have over 50 years experience in the financial services industry, from property to pensions, we really do know our stuff.

Expertise – Our advisers all have the appropriate qualifications for the advice they give and conduct continual professional development every year to ensure they are always at the top of their game.

We have advisers that have a variety of expertise including final salary pension advice, equity release, long term care along with general Investment, Pension, and Insurance Advice.

Trusted – We have a fantastic reputation as we always aim to deliver exceptional customer service. Look at our Facebook page, and Google for reviews for the proof. Keeping our clients happy and helping them reach their financial goals is extremely important to us.

Independent – Not all Financial Advice firms are independent, which means they may only be able to recommend a restricted amount of products to you. We strongly believe that Independence is incredibly important to give you the best chance of reaching your financial goals.

Approachable – It is incredibly important to us that our clients feel comfortable when discussing their financial affairs with us, this is why we have welcoming offices, great coffee, patience and the ability to make complex matters easy to understand.

Northfield Wealth have ambitious growth plans and have grown from a single adviser to a team of 6! We have further plans in the next 18 month to hire various roles including:

Independent Financial Advisers

Administrators

We are always interested in meeting great people to join our amazing team. If you think you could help Northfield Wealth and help more clients achieve financial peace of mind please send your CV to admin@northfieldwealth.co.uk

READY TO GET STARTED?

Call us on (01455) 886328 we are ready to help, or use the contact form below

Northfield Wealth | Independent Financial Advisers | Leicestershire
Northfield Wealth | Independent Financial Advisers | Leicestershire

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Call us today on (01455)886328 or Email us at admin@northfieldwealth.co.uk

“When money realizes that it is in good hands, it wants to stay and multiply in those hands.”

– Idowu Koyenikan –

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