One-Off Instructions
If you require us to undertake a single specific piece of work for you, we prepare a written quotation of our fixed fee for the project.
We will only commence work for you once we have received your instruction that you are happy for us to do so.
Lifestyle Financial Planning and Wealth Management
The Plan Fee - This is a fixed project fee which covers the detailed work we undertake to research and analyse your current situation and determine what steps should be taken to help you achieve your goals. The fee covers the cost of Chamberlyns' time, experience and expertise in its preparation.
The Implementation Fee - This fee is payable where you instruct us to carry out the recommended required work within your plan and covers the cost of the accurate and timely implementation of the strategy. We will prepare a written quotation of our fixed fee for the project.
We have a reputation as a firm whose work is of the highest quality and the people we employ are among the best in our profession. Our implementation fee covers the cost of the work required by our team and the significant professional responsibility we incur in providing our service.
The Wealth Management Fee - This fee covers the provision of our ongoing professional Wealth Management Service and is calculated as a small percentage of assets under our management.
Our aim is always to ensure that the service we provide is of sufficient benefit to our clients to cover our fees many times over. As such, our ethos is very much one of providing value for money.
We would be pleased to meet you for an initial consultation at our expense, to discuss our fees and how we can help you.