For more information please call our Head Office on
020 8673 0220 or email info@aquafinancial.co.uk

Refreshingly clear, consistent Financial Advice Refreshingly clear, consistent Financial Advice
 
 
 

Services & Cost

The service we will provide you

Getting to know you at your initial discovery meeting

Detailed analysis and report

Strategy meeting

Implementation meeting

Right provider

As a firm of Independent Financial Advisers, when recommending solutions and associated products, we are able to review the whole financial services market to ensure our clients benefit from a “best of breed” approach in everything we do.

Ongoing Review

Establishing a sound financial strategy is a major step towards making the right choices to secure the rewarding lifestyle you wish to lead. However, true security comes with the knowledge that, as the world around you changes, your strategy also needs to evolve – not simply to address those changes, but to benefit from them wherever possible. In this way, your financial strategy becomes a dynamic plan that keeps helping you make the right choices and achieve your goals.

Ad Hoc Projects

As people go through their lives circumstances change and events arise that require attention and/or review of their original plan.

How we are paid for the value we deliver

We believe quality must come at a price which represents value for money. Every client is unique in respect of their circumstances, objectives, needs and wants from an advisory firm. It is important that we understand the scope of work required to cater for each person, business and family. Once this is established, we can confirm our charges so that potential clients can make a fully informed decision about the value they can derive from engaging our services.

Here is a guide to the structure of our fees and charges:

Initial Consultation – at our expense

A meeting to establish your objectives and explain how we work and whether we can work together will be held entirely at our expense.

Analysis and Summary Report

Depending on the depth, breadth and complexity of the issues to be addressed, our fee is likely to range between £400 and £800

Strategy and Recommendations

Our fee for creating a strategy and making specific recommendations to put that strategy into action will vary according to the complexity of issues to be addressed. It will usually fall in the range between 2% & 5% of the value of the wealth upon which we are asked to advise. In many cases, our fee can be deducted from the investments we arrange for clients.

Implementation

The fee agreed for creating a client’s strategy will incorporate the cost of implementing any recommendations we are asked to arrange.

Ongoing service

Depending on the scale and complexity of the wealth and investments being administered, the frequency of review meetings and reports, our fee is typically between 0.50% and 1.00% per annum of the value of the wealth upon which we advise.

Ad hoc advice

Most advice relating to existing investments and financial plans are incorporated in the agreed ongoing service fee.

For advice on issues not covered by a service agreement, a separate project fee will be quoted and agreed before any work is undertaken or costs incurred.

Example ad hoc fees

"Your home may be repossessed if you do not keep up payments on your mortgage."

"Tax Advice is not regulated"

"Past performance is not an indication of future performance. The value of Investments and the income from them may fall as well as rise and is not guaranteed"

 

Aqua Financial Limited
Head Office:

Unit 1 & 20b Hillgate Place
18-20 Balham Hill
London SW12 9ER
Tel: +44(0)20 8673 0220
Email: info@aquafinancial.co.uk

 

Kerridge Financial
Hungerford Office:

Undy's Cottage
Charnham Street
Hungerford
Berkshire RG17 0EJ
Tel: +44 (0) 1488 686848

 
 

Terms & Conditions Reg. In England. 7808220.Registered address: 4 High Street, Alton, Hampshire, GU34 1BU.
Aqua Financial Limited is authorised and regulated by the Financial Conduct Authority. We also hold permissions for credit broking.
Kerridge Financial is the trading style of Aqua Financial Limited, which is authorised and regulated by the Financial Conduct Authority.