Keri has the ability to combine professionalism with kindness and it was these qualities that came to the fore when my husband suddenly passed away and we were catapulted into a situation with the Trustees of his estate which nobody could have foreseen.
For over 20 years, Broadway Financial Planning has always been a service-based, fee charging business and we pride ourselves on being transparent and always striving to provide value-for-money. We were one of the first companies in Britain to offer dedicated, genuine Financial Planning services and our award-winning reputation has been built on ensuring we offer a respected, professional, well thought out financial planning advice business.
We always meet with you, at the outset, to discuss your requirements and we offer this service complimentary. At this meeting we will advise you of our fee structure and follow up our meeting with an indication of the likely fees payable.
To give you an example of our fee structure, a Full Financial Planning Service could look like this:
Financial planning fees are normally calculated on a time, expertise + added value basis in a similar way to an accountant or solicitor. Any fees or payments arising from all third party sources are disclosed and offset against fees due, passing the full benefit to you.
Some fees may be subject to VAT. These will be explained to you in detail at the initial meeting.