Ongoing Advice Fee

At Welsh & Taylor Wealth, we believe financial planning is an ongoing journey, not a one-off event. Our Ongoing Advice Fee reflects our commitment to being with you every step of the way, providing continuous support, regular reviews, and expert guidance as your goals, circumstances, and the wider world change. By staying connected through ongoing advice, we help you move forward with confidence and clarity, knowing your financial future is always being looked after. This fee covers:

  • Regular review meetings to ensure your plan stays on track

  • Adjustments to your investments as needed

  • Access to your adviser for ongoing questions and decisions

  • Proactive support to help you make the most of new opportunities

  • 1% Annually

    This fee is deducted monthly in a tax efficient manner from the fund, rather than invoiced directly, and applies to all funds invested with Welsh & Taylor Wealth.