Transparent fees,

exceptional value

Committed to providing fairness and value

  • Inital Advice

    1.00% to 3.00%

    To cover the comprehensive assessment of your financial goals and the creation and implementation of a tailored plan to help you achieve them.

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  • Ongoing Advice

    1.00% per annum

    To ensure continuous support, regular reviews, and adjustments to your financial plan to keep you on track as your circumstances evolve.

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  • Fund Charge

    0.02% to 0.20% per annum

    To cover the management and administration of your chosen investment funds, ensuring they are monitored and aligned with your objectives.

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  • Platform Charge

    0.02% to 0.17% per annum

    The platform charge provides access to a secure, easy-to-use investment platform where you can view and track your portfolio.

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  • Optional Extras

    Invoiced Upon Request

    For clients requesting additional cashflow analysis or adviser attendance at professional meetings (for example, with accountants).

    Find out more

 FAQs

  • All of our fees are taken directly from the investment, so you will never be invoiced for investing with us.

    We offer free no-obligation initial meetings, and fees will only be applied if you proceed with the recommendation.

    The only exception to this is if you request advanced cashflow analysis or adviser attendance at professional meetings, as detailed in our Optional Extras section.

  • The Initial Advice Fee is applied each monthly from the first 36 contributions. If the contributions are cancelled within this period, there will be no further charge taken. You will be informed of the specific charge applicable to your investment, so you always have a clear understanding of the costs involved.

    Ongoing, Fund and Platform fees are applied directly from the investment, so you will never be invoiced for investing with us.

    Fees will only be applied if you proceed with the recommendation.

  • No, you are free to access your funds at any time. We will always make you aware if withdrawing funds will cause a tax liability.

  • Households with under £250,000 of funds invested with Welsh & Taylor Wealth are subject to a minimum Initial Advice Fee of £500 when transferring investments and pensions.

    This is due to the cost of paraplanning and administration, as well as comparing charges and outlining alternative options.