02034179760 enquiries@gswealth.co.uk

How we are paid

We firmly believe that in order to be truly independent it is important that our advice is not influenced by adviser fees paid to us by product providers or the need to "sell a product”. As financial planners, our work includes more than just product advice and usually starts with producing a financial plan which will often involve lifestyle planning, financial planning advice, and then independent financial advice.

As a professional firm, we charge fees for our services, the amount of which we will agree with you before we proceed. However, certain transactions which we arrange for you may result in us receiving adviser fees from providers. We will discuss and agree with you how this should be treated.

If the adviser fee fully covers our costs we may retain it or we may pass on some or all of the value of those fees to you in one or more ways. For example, we could reduce our fee to you; or reduce your product charges; or increase your investment amount; or refund the adviser fee to you. Adviser fees may sometimes be paid at the outset of a transaction and may sometimes take the form of ongoing payments. For convenience we may accrue such ongoing payments, but in all cases we will account to you for all sums received.

Fees can be paid directly by you or by any adviser fee paid to us by a provider can be used. If this is not sufficient to cover our costs you can pay the balance directly. As fee-based financial planners our costs are based on the amount of time and the level of service we provide to you.

 

 

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Grant Saw Wealth Management Ltd is an appointed representative of Starkey Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 459336 http://www.fca.org.uk/register.

Grant Saw Wealth Management Ltd Registered Address: 2 Charlton Road, London, SE3 7EX. Registered in England & Wales, No. 07921135.

Neither Grant Saw Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.