How we work

Unbiased financial advice and recommendations based on your circumstances... 

Following a detailed analysis by a professional adviser, Build Your Wealth will give unbiased financial advice and recommendations based on your specific requirements and circumstances.

 

You will want to meet us to be assured that we are the right people for you - and we will want to be sure that we can help you. Where possible we prefer to meet our clients as this helps us to provide an ongoing first class service. You benefit from our help in reviewing your existing financial situation and it allows us to reach a realistic assessment of your likely needs.

 

An initial meeting is without charge or obligation, during which we will discuss your requirements, taking into account any specific plans and targets you may have. We will explain our services and fee structure. Depending on your instructions, we will then advise you on anything from a short term financial objective to a lifetime plan. You will receive professional advice about whether your existing financial arrangements are meeting your current needs and future aspirations or plans. All our recommendations will be fully explained, putting you in an informed position before you make any important financial decisions.

 

If you would like to investigate this method of working with us then please contact us .

 

Alternatively, if you have a good understanding of financial products and the risks involved in investing in equity backed products, you may already have researched and compared certain products yourself and simply wish us to place the business on your behalf. In such cases we do not offer you specific advice on the products, the fund choice or whether the product is suitable for you in connection with your overall financial position, we offer a simple execution only service.

 

How we are paid

We work as your financial adviser on a transparent, fee only basis, setting out our remuneration policy in straightforward terms. You may not have to pay anything substantial out of your own pocket as product providers, usually an insurance company or an investment house, may pay us directly, subject to our request and your written instruction.

 

After an initial consultation, we will agree with you the basis on which fees will be set. No charges for fees will be made without prior notification in writing.