Our Fees

How do Simply FA charge?

At Simply, we want you to understand that their will be no hidden charges or fees when you speak to us about your financial planning. You will be told by us exactly what the costs and charges for our financial services are, before we begin any work.

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At Simply we pride ourselves on being professional, we charge fees just like any other advisers and we are not influenced in any way by commission payments from our product suppliers.

For new and prospective customers, we hold our first discovery meeting at our own expense and of course, with no obligation to use us at all.

Having met with you at the initial meeting and confirmed that you would like to work with us, we will send you a detailed letter of engagement, which includes:

 

  • A summary of your current circumstances
  • Details of the services we will provide
  • The fees for these services, and how the fees can be paid

We will not charge you anything until we have received a signed copy of the engagement letter. This way, we know that you understand the services to be provided and the fees payable.

 

More Information on our Fee’s

For more information regarding our fee’s, please call us on 0800 044 5733 or email us at enquiries@simplyfa.uk