How we charge
We believe in offering value for money service that adds value to every client we work with
- Financial advice: We charge a fixed fee based on the complexity of your situation and the time it takes us to prepare and present our advice.
- Research and implementation: We charge a fee to cover the cost of implementing our advice.
- Annual forward planning meeting and review: We charge a fee to ensure your financial plan remains suitable for your needs, circumstances, goals and aspirations.
The first step in your financial planning journey with us is the Explorer Process. A fixed fee is payable in advance. The Explorer Process is designed to help you clarify your thoughts, plans and objectives for the coming years and to overview strategies to achieve them. If at the conclusion of The Explorer Meeting you do not feel that Penmor can add value to your financial planning requirements the fee will be refunded to you, no questions asked.
If you then ask us to proceed in the advice process, that is when we will begin to charge. You can find out more about the process here.
WE’RE WITH YOU EVERY STEP OF THE WAY
It’s our goal to help you build you a financially secure future.
40+
YEARS OF FINANCIAL EXPERTISE
We’re financial advisers with a difference.
With over 40 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.
We help to create the financial confidence, you create the memories.
OUR FINANCIAL ADVICE SERVICES
Financial Planning
Inheritance Tax
Retirement Planning
Protection Planning
Investment Planning
Mortgage Planning
START YOUR JOURNEY WITH US TODAY
We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.