TRANSPARENCY
IN ACTION

TRANSPARENCY OF FEES

Your initial consultation with Freedom Wealth is free. It involves exchanging information about your expectations and our tailor-made services.

Our fees for initial advice, reports and on-going service are agreed in writing, up front.

Our fees are fixed so there are no nasty surprises on the horizon.

You know exactly how much you’re paying us to the penny, and how much you’re investing.

You can pay us direct, or have our fees deducted from your investment fund. The choice is yours.

Forecasts are informed but cannot take into account changing market forces.

Could your investment returns fall below your expectations? Could they exceed them? The answer is yes… and yes.

Accordingly Freedom Wealth don’t make impossible guarantees.

We do respond to changing financial markets and personal circumstances.

We are a small independent firm offering a highly personal service and face-to-face financial advice.

Whether you are an individual investor or a business, we have the qualifications and experience to give you the best advice.

We have offices in Pembrokeshire and Bristol and help clients in all parts of the UK.

We have a history of developing long-lasting relationships with clients, achieved by delivering a great service with honest, impartial advice.