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Tel: 01202 862080

Email: fs@lansdowne-woodward.co.uk

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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At Lansdowne Woodward we recognise it can be difficult choosing a trusted Financial Adviser to work with, in order to build a strong financial future. That's why we offer a range of services to suit the needs of all of our clients, whether you're just starting out and need some help with setting up a life assurance or pension plan, or whether your affairs are more complex and you're looking for advice about investing a lump sum or mitigating inheritance tax.

We believe in working with our clients over many years to help them reach their financial goals, and we offer 2 levels of service that reflect this ongoing relationship, and where we will be on hand to review your financial plans and advise on any changing circumstances year on year.

Click below to see which of our Advice and Ongoing Review Service levels suits you best;

LWFS Premier Financial Planning Service 

LWFS Financial Planning Service

For clients with relatively simple needs and who don't need or want to pay for annual reviews, we offer the Transaction Only Service where we will help you on a pay-as-you-go transactional basis. This is suitable for relatively simple matters and we'll always be on hand if you need help in the future. We may be able to deal with some simple matters without charge, other more complex queries may mean we have to make a charge, but we will let you know at the time and charge you for any work we do in accordance with our scale of charges as agreed with you.

Our Charges

We offer an initial meeting to understand in broad terms your needs and objectives, and to agree with you that we can help, and that you want to engage us as your financial adviser. This initial meeting usually lasts around an hour, the cost of which is met by our firm. Thereafter, payment for our advice and services is by a fee. 

Our initial advice fee is payable in 2 stages. We charge a flat fee of £750 for our Suitability Report and we will generally ask you to pay at the time you receive our Suitability Report detailing our advice. If you agree to go ahead with our recommendations there will be an implementation fee according to our scale of charges. The Suitability Report fee can be offset against the implementation fee, so you wont pay any more than our published scale. Please note our fee is for the advice we have given. If you have paid for our advice by way of a cheque, and you subsequently cancel the plan within the statutory cooling off period, we will not refund the advice fee received. 

At the outset, we will agree with you the level of service which is most appropriate to your needs and the advice you are seeking.  This will normally fall within either our Transaction Only Service or one of our Financial Planning Services detailed above. 

Click here to view our standard Client Agreement LWFS Master Disclosure Document  and Data Protection Notice LWFS DPA Notice

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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 19/03/2024 at 07:00 AM