FEES
S D Greenway Ltd are happy to explain our fees at the first meeting, which we check regularly to ensure they are competitive. Once we have sat down with you to understand what level of work is required, we will quote you and will require your agreement before we proceed to work on your behalf.
We add significant value to our clients' circumstances and portfolios - a good IFA will pay for themselves through the extra growth, indemnity protection of your portfolio and the tax mitigation that they bring to your circumstances.
Some of our value is measurable, more are difficult to put a figure on. We certainly go the extra mile to protect our clients' interests and their families.
The range of our client base is extreme, from Kings Counsel to Parish Council, from vascular surgeons to tree surgeons, we help our clients choose the right financial option at key stages with their challenges, goals and events of their lives.
We are also rather proud to have investment bankers and private bankers as clients, who (more than most) can appreciate the value of a good IFA. Despite their solid grasp of economics, they haven't the time and need the reassurance of a savvy IFA working in their corner.
All of our clients know that they can meet or contact us as often as they need without fear of extra charges, it is all part of the service.
There are times when clients need us more than usual, typically at the point of drawdown or a spousal death. They may need assistance with probate, or perhaps the kids need a mortgage. That is all covered by the ongoing relationship.
Your signed client agreement will contain the agreed fee and what is included for your reassurance (we always go way past but never short). We provide scanned copies of all signed documents as standard.
Method of payment is usually via the investment or pension provider, who deduct our fees along with their own from the policy each month. You may choose to pay via cheque or BACS if preferred.
Our fees are a percentage of your fund value, linked to your portfolio. The more money you make, the more we make. If you lost money, so would we. This model is successful to ensure your portfolio performs as we hold financial, moral and professional incentives for you to do well.