How We Are Paid

At the outset Warwick Wealth Management Ltd arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services and if there is any need for an on-going service should we be instructed to proceed. The preliminary meeting is completely free of charge.

At our initial meeting we will discuss our Client agreement document, which will detail the various services propositions that are available at the costs. This will provide you with an opportunity to discuss with the Financial Adviser whether you would need an on-going service.

After the initial meeting, you will be issued with a Service & Payment agreement which will document to you the fee we are paid for advice.

For further information, please contact the office on 0121 513 0810.

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