Our Charges
Reasons we stand out from the crowd
In a densely populated world of financial professionals, it can be hard to know who to turn to.
Nevertheless, there are some key features of our business that make us stand out from the crowd:
Transactional Proposition
Initial fees range from 2.50% down to 1.00% on the amount invested.
No on-going service provided when using the service.
Cost of annual reviews and meetings dependent on the number of tax wrappers.
Hourly Rate Proposition
Initial fees are costed at a rate of £195.00 per hour excluding VAT.
No on-going service provided when using the service.
Annual reviews are costed at a rate of £195.00 per hour with investment into one fund solution.
Client Resources
As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.
Client
Area
Client Resources
As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.
Full-Service Proposition
Generally no initial fee but £300.00 for each pension transfer.
1.00% annual fee will determine the level of the service provided.
Annual reviews and meetings are dependent on your level of service proposition.
PWS Personal Finance Portal (PFP)
PFP is a service available only from your financial adviser or mortgage broker. PFP can give you access to view all your finances in one place, 24/7, on any mobile or web device.
EsmartMoney Brochure
Bi-monthly guide for PWS Clients covering a wide variety of topics including pensions, investments, inheritance tax, to buying your first home and protecting yourself against fraud.
Guides & Brochure
Over time we’ll publish a series of helpful and comprehensive guides for you to download, read and share.
Introduce a Client
We strive to provide you with an exceptional level of service and would welcome the opportunity to extend this to friends, family members and colleagues.
Document Library
Over time we’ll publish a series of helpful and comprehensive guides for you to download, read and share.
Portfolios
Downloads include the latest Fact Sheet and Fund Key Investor Information Documents
Client Resources
As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.