Fees

One of the key factors in building long-standing, mutually beneficial relationships with clients is our insistence on being open, honest and transparent at all times, and this principle strongly applies to our fee structure. As is standard practice within the wealth management sector, we charge for our time and services, and we make sure all fees are fully explained from the outset.

The cost to the client will be centred on the services that you use and the amount of money you intend to invest. We charge clients for a quarterly management fee based on the value of the portfolio, usually as a single payment which covers everything from products and transactions to planning and advice, as well as VAT at the current rate.

By keeping charges visible, simple and easy to understand, we are able to offer clients a straightforward pricing structure without any hidden costs or unpleasant surprises. The initial enquiry is usually free, and of course we’ll keep you informed of charges throughout the process. We realise that the world of wealth management can be a little confusing for clients at times, but our commitment to clarity will make your experience an enjoyable one. Many of our clients have been with us for a long time, a clear indicator of our customer-focussed approach. To find out more, why not use the online form on our Contact page to get in touch with the team?

As well as offering an extensive range of financial services based around individual needs, we provide a holistic approach in order to enable our clients to see the bigger picture. Your specific needs will be different from someone else’s, because of course there isn’t a one size fits all solution when it comes to the complex world of personal wealth management.

An integral part of our approach is centred on finding out your personal goals and aspirations. This can include ethical products and services that perfectly reflect your moral compass if you so choose. As always, the best way to understand your wishes is via the all-important art of conversation, so the client journey will invariably begin with a friendly chat with a member of our experienced team. DJC Wealth Management are always keen to establish and nurture long-standing relations with all of our clients.

Once we know about your wishes for the present and your hopes for the future, we can build a strategy that perfectly matches your requirements. We will then be in a position to explain clearly and accurately about the costs involved. Our fees are extremely competitive, very affordable and, crucially, transparent from the very first moment. And of course if you have any questions at any stage at all, feel free to ask and we’ll be delighted to provide the answers.

To find out more about our fees, our products and our services, get in touch with the team today. We’re ready and waiting to speak with you, so call 01382 721 191 and ask away. We look forward to hearing from you.