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.

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Client

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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 Financial Consulting Southport

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.

July & August 2020 eSmart Money Brochure Issue

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.

PWS Financial Consulting Southport

Guides & Brochure

Over time we’ll publish a series of helpful and comprehensive guides for you to  download, read and share.

Corporate Financial Planning

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.

PWS Financial Consulting Southport

Document Library

Over time we’ll publish a series of helpful and comprehensive guides for you to  download, read and share.

Model Portfolios

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.

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