It’s important to note a growing body of research which shows the value of financial advice and planning. This includes:
A 2017 report by Royal London and the International Longevity Centre1 showed that, on average, people who work with a financial adviser boost their assets by up to £43,245. A recent study by Vanguard2 identified seven key areas where advisers can add value, estimating values for each area. The total sum was discovered to be around 3% per annum.
Our fees are based solely upon the provision of our qualified and professional expertise, the time taken to analyse your circumstances and devise an appropriate strategy, the design of an appropriate summary report and the value we can add to you.
We are always clear and transparent about our charges, which will be discussed in an initial meeting held at our expense. You will always know our fees before you decide to proceed.
Our charging structure is as follows:
We feel it is important to note that, should you invest or have invested over £500,000 and you sign up for our ongoing service for at least 12 months, we will waive our implementation fees.
[1] https://ilcuk.org.uk/wp-content/uploads/2018/10/ILC-UK-The-Value-of-Financial-Advice.pdf
[1] https://www.vanguard.co.uk/documents/adv/literature/adviser-alpha-value-on-value-brief.pdf
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We believe that the creation of a financial plan should be a thoroughly holistic and bespoke process. That way, we can create a strategy that is best suited to you, your goals and needs.
Read moreOur investment services and philosophy are based on years of evidence and understanding. Find out more about how we ensure our clients are getting the best value from their investments.
Read moreMarian, North Yorkshire
A client since January 2017.
David, Leeds
A client since September 2016.
Louise, Sheffield
A client since April 2017.
Richard, Barnsley
A client since October 2010.
Norman, Driffield
A client since September 2010.
Joyce, Doncaster
A client since December 2013.
Louise, Sheffield
A client since February 2017.
George, Tickhill
A client since February 2016.
Carol, Petworth
A client since December 2013.
Diane, Keighley
A client since November 2016.
We’re living in unprecedented times. So, in line with government advice, we have closed our office and the entire team are working remotely for the foreseeable future.
That said, it’s business as usual.
We are all set to work remotely and can deal with calls, emails and video conferencing exactly as we would in the office. So, existing clients will see no tangible difference in the service you receive from us.
Indeed, in these turbulent times, we understand that you might need our services more than ever, so if you need us, do not hesitate to contact us. First and foremost however, do not panic or over react, we have seen market corrections before, any investment should be seen as a long term investment, markets do recover over time.
If you’re not already a client of iWealth and would like to learn more about how can help you, we’d love to hear from you. Please call the office or email [email protected]
Christmas hours
The office will be closed from Friday 18th December for the Christmas holidays and will reopen on Tuesday 5th January, during this period emails will be picked up remotely, but it may takes us slighter longer than normal to deal with your enquiry.
Key contact information:
Telephone: 0113 880 0440
Email: [email protected]