One-off Advice
Sometimes all you need is somebody to help point you in the right direction and help you understand how a financial plan can get you from where you are now to where you want to be.
You selected our One-off Advice service, whilst this is a great way to get you started on your financial journey it does not offer the range of benefits that you may need to stay on track and help you achieve your goals.
Our One-off Advice fees and charges
You have chosen to manage your financial plan with Schroders Personal Wealth (SPW) without the benefit of ongoing advice and support. You were charged 1.75% on the amount you invested as a One-off Advice Fee when you decided to go ahead with our recommendations. This covered the initial set-up of your investments.
As a One-off Advice client you have access to our support team for administrative queries only. You are not benefitting from an ongoing relationship with a Personal Wealth Adviser, regular reviews of your circumstances and exclusive content to keep you educated and informed about your investments and financial topics that may interest you.
From 1st July 2024, if you need to review your financial plan, an Advice Review fee of £500 +VAT will be charged. A One-off Advice Fee of 1.75% on any new investment will also be payable if you decide to go ahead with our recommendations. Our maximum One-off Advice Fee is £20,000.
If your circumstances have changed and you think you’d benefit from an ongoing relationship with SPW please book an appointment with us to ensure you are making the right choices. Get the full picture and explore what the benefits of our Ongoing Advice Service could mean for you by clicking the link below.
Ongoing advice Service
We believe regular financial advice, and ongoing support from a specialist, are the foundations for a healthy financial future.
Meeting with a Personal Wealth Adviser to talk about your finances and having a regular review of your circumstances can help to make sure you are on track to meet your goals, giving you peace of mind.
As a One-Off Advice client you have access to our support team for administrative queries only. You are not benefitting from an ongoing relationship with a Personal Wealth Adviser, regular reviews of your circumstances and exclusive content to keep you educated and informed about your investments and financial topics that may interest you.
How our fees work in practice
Our goal is to remain competitive for advice fees and charges, offering you the best value. See how this works for people like you in the following examples…
More information
If you have any questions, simply call us on 0808 109 2071 or if you are an Ongoing Advice Service client, you can speak to your Personal Wealth Adviser who will be able to help.