Initial meetings are conducted via telephone or video call and are charged at our expense, they normally last 30-40 minutes.
The aim of the initial meeting is to understand why you feel you need a financial adviser and for us to give an indication of what the likely cost of advice would be for your needs. This is for us to see if we can help you and at the same time for you to decide that you would like us as your financial adviser.
Woodward Financials are known for complex financial planning advice, tax mitigation and active investment management, being this experienced means we are not budget financial advisers and are never going to be the lowest cost, but on the plus side we are not the most expensive.
We charge for initial advice. This is an initial fee of 3% on the amount you invest and an annual servcing fee of 1.25% will be charged for the ongoing advice anad investment management.
Ongoing charges to expect from third parties. Depending where your investments are to be held, there is likely to be some additional fees such as broker, platform or fund manager fees which we will explain prior to investment.
There are no charges for withdrawing money and we do have a reducing charging structure in place depending on the amount invested.
Like the image below indicates, you get what you pay for. A mistake many people make, is contacting an adviser who is hiding behind a nice website, not realising they are an restricted adviser with only a few months of experience or a few years at best, always seek independent financial advice.
We pride ourselves on being different to many Financial Advisers, creating solutions for problems others can’t solve, as well as this we are qualified Stockbrokers and Mortgage brokers.
Giving good financial advice is usually centred around tax savings, such as mitigating inheritance tax, but there is so much more to advice than what is widely known.
Our goal is to make sure clients have flexibility, security, and choices in both pre and post retirement.
Advice from us more than makes up for any advice fees, saving individuals anywhere up to £millions in tax savings. One free piece of free advice, do not try and do financial planning yourself. Even the very best of DIY investors miss out the most important parts, in some cases costing them or their families hundreds of thousands, a very costly mistake.