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Our Fees

Our Fees | Moor Investment Services

We are a professional firm of Chartered Financial Planners and as such we are remunerated by charging fees. We base our work on trust and transparency and this includes our charging structure. The amount we charge is connected to the complexity and amount of work you ask us to complete. Please be assured that you will be advised of any charges in writing before we commence work, having been discussed and agreed with you.

Initial Meetings

You will not be charged for any initial consultation in which we will talk with you about your aims and objectives and confirm how we will go about helping you achieve these goals. It is vitally important that we fully understand your current financial position, relationships and your attitude to investment risk. We will also consider your tax position and take details of any existing investments and policies you may have. This meeting can be conducted at either of our offices in Paddock Wood, near Tonbridge and Tunbridge Wells or in Grosvenor Gardens, London, very near to Victoria Station. Alternatively, we are equally happy to come to your home or office, if more convenient.

Following on from our initial meeting, we undertake extensive in depth research and analysis on your existing plans. We then formulate what financial resources you will need to meet your aims and when you will need them. We will then specify the action that we feel you should take, outlining a strategy and course of action to help you achieve your aims, whilst ensuring that you fully understand everything including the benefits and any element of risk. Most importantly, in order to keep things on track, we keep things under regular review, updating your plans to keep your investments under control.

Trust and Transparency

All fees for our professional services will always be agreed with you in advance, along with the way in which they are paid. We will confirm the level of service and fee structure in writing with you before undertaking any financial planning on your behalf. The cost will ultimately be dependent on which service level you decide you require from us.

Paying our fees can be settled in one of many formats, including paying us directly (BACS or cheque), taken from your investments (with your prior agreement), or a combination of both. We will discuss this with you at the initial meeting and we will always seek your approval every step of the way.

For more information, call us on 01892 832 271 for an informal chat or book an introductory consultation.

 

Looking for some friendly financial advice?

If you're looking for independent financial advice to help meet your current needs and future aspirations then we're always happy to discuss how we could help you.

Independent financial advice from a friendly, local IFA you can trust

Call us on:

01892 832 271

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This website is designed to provide you with information only and does not attempt to give you advice on any particular area or to recommend any particular product to you. The information in this website is aimed at customers in the United Kingdom only.

Moor Investment Services Limited, Pinto, Chantlers Hill, Paddock Wood, Kent TN12 6LX   Tel: 01892 832 271
Registered in England and Wales Number 6525353
Moor Investment Services Ltd. is authorised and regulated by the Financial Conduct Authority - FSR number 540249

The value of the money you invest can go down as well as up and you may get back less than you invested.

IMPORTANT: Please Download & Print Out Our Initial Disclosure Document (IDD)