Paying for AdviceFee Based Financial Advice
Trinity Wealth Management Ltd are a firm of fee based independent financial advisers. This means that we are not driven by commission, but are remunerated for the time and complexity of the advice which we give.
Many of our existing clients have come to us because they had become increasingly frustrated with commission based advisers selling them a product, never to be seen again (or until they had something new to sell).
Our clients know this is a better way of paying for advice.
- There is no pressure to sell a product
- There is no commission bias
- We represent our clients rather than any particular financial institution
- We are remunerated fairly
- We have a reason to look for a long term relationship with our clients which will involve regular reviews
- We can advise on a broader range of subjects and have a broader range of solutions
- Much more cost effective for high net worth clients and large investment cases against someone taking full commission.
We are sure you will agree that this is a fairer way of working. However, some clients are happy for us to off-set any commissions earned against their fee. We keep a track of all commissions we receive and we take this into account when charging a fee.
For example, did you realise that many ISA, PEP and Unit trust investments pay an adviser up to 0.5% of the value of the fund each year. When was the last time you saw your adviser? What are they doing to earn this money? Trinity Wealth Management Ltd make use of such commissions to subsidise the cost of the annual service which we will provide for you.
If you would like a Trinity Wealth Management advisor to contact you then please click 'Contact Us' below and complete the response form.
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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