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Fees


We cherish our independent fee-based status and believe it is the only way that a client can receive unbiased independent financial advice. We believe that true independence is achieved by offering a professional service for which the client pays a fee. The benefits of paying by fee are obvious;

  • There is no question of any bias.
  • The correct solution can be provided even if it does not entail buying a product.

It is important to note that any commission we receive on arranging a financial product will be deducted from our fees and, in many cases, this covers the cost of our advice.

The process

We invite potential clients for an initial exploratory meeting. The aim of this meeting will be to decide whether we would be the right people to advise you and whether our service would deliver to you significant value for money. This meeting will not involve you in any charge or obligation.

We will discuss our fees at this meeting and provide an estimate as to the cost of our advice and services based on your individual circumstances and requirements.

If you wish to use our services, a second meeting will be arranged at which we will commence the Financial Planning Process.

© 2017 Cooper Johnston Wealth Management. 43 East Parade, Harrogate, HG1 5LQ. Tel: 01423 537677