We aim to remain competitive against other local Chartered Financial Planning firms offering similar services to our own. Not all firms charge the same fees for their services but we trust that you will find our charges fair and competitive compared to other financial planning firms in Sheffield and South Yorkshire.
Following a free initial discussion, should you decide to go ahead, there will be a cost for our services. We offer a variety of methods by which we can be paid so that you can select the method that best suits your needs. We will be happy to discuss payment options with you and answer any questions you may have.
Please use the links below to view all our fees in more detail.
Please also use the following link to view more information regarding the methods of Paying for Our Services.
You can also be assured that clients of Fyfe Financial will be fully informed of our fees and charges before we undertake any work on their behalf. The precise charges relating to any work or recommendations we make will also be confirmed in your suitability report or relevant product disclosure information that is provided to you.
Please be aware that our fees will be VAT exempt unless the work we provide for you only involves advice and/or preparing a report, in which case VAT will be applicable. In either circumstance we will advise you before we undertake any work for you. The initial and on-going services form part of the same package.
We will not charge you until we have agreed payment terms with you. We will also tell you if you have to pay VAT and if there are other costs that might arise in connection with the services we provide to you.