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 medical surgeons to tree surgeons. Professional sports stars to amateur's racing cars, we enjoy helping our clients with the challenges, goals and events of their lives.
We proudly also look after investment bankers and private bankers who can appreciate the value of a good IFA.
Our clients know that they can meet and contact us as often as they need without fear of extra charges, it is all part of the service.
There will be a time 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. We do not charge our clients for the significant extra work that these circumstances generate.
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 linked to your portfolio. The more money you make, the more we make. If you lost money, so would we. This model is a real incentive to ensure your portfolio succeeds.
Fairness proves trust, we charge the same % for ongoing client work whether the client has £100k or £10m, so our work reflects the same impact, same level of work and our firms liability on all client cases.