At Private Wealth Management we offer impartial advice that is fee based. Such transparency of charges allows our clients to establish value and promotes trust within our holistic approach.

We offer you an initial meeting to understand, in broad terms, your needs and objectives, and to agree with you that our services are right for you going forward. This meeting usually lasts for around an hour, the cost of which is met by our firm.

Following this first meeting we will write to you describing the specific services we will provide and the fees for these services. We will never charge you anything until you have agreed how we are to be paid by signing a copy of the Client Agreement.

If we also receive commission from the product provider this will be fully accounted for and used either to enhance the relevant products, refunded to you or offset against the final fee.

Our initial meeting is without charge or obligation so call us on 0844 568 9990 and we will be pleased to help you.