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0113 266 9111

How we charge

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We believe in offering a value for money service that adds value to every client we work with

We will always explain our fees and confirm them in writing before we proceed with any paid work. As a guide, here are the stages at which you can expect to be charged:

  • Financial advice: We charge an initial fixed fee based on the complexity of your situation and the time it takes us to prepare and present our advice.
  • Research and implementation: Our initial fixed fee will cover the cost of implementing our advice.
  • Ongoing advice, reports, meetings and reviews: We charge an ongoing advice fee to ensure your financial plan remains suitable for your needs, circumstances, goals and aspirations.

We will never charge you for an initial exploratory meeting or phone call. We offer these meetings at our cost. After all, it is simply a chance for us to get to know each other and establish whether we can help you. It is also an opportunity for you to understand more about the services we offer.

If you then ask us to proceed in the advice process, that is when we will begin to charge. You can find out more about the process here.

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WE ARE WITH YOU EVERY STEP OF THE WAY

We pride ourselves on our ability to build long term relationships with both our clients and their families. The majority of our clients have been with us for over 30 years, benefiting from consistency and stability, building a mutual and long term vision to achieve financial success and peace of mind.

P A Asset Management will help you build a financially secure future within a trusted environment. We share in your journey, constructing a sound financial framework, planning and developing as you move through the years, allowing you and your family to reap the benefits. Every step of the way, we will be there, helping you navigate the sometimes-bewildering financial landscape to ensure you stay on the right path to meet your objectives.

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30+
YEARS OF FINANCIAL EXPERTISE

We are independent financial advisers with a difference.

With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life how you want to, now and in the future.

We will help and support you so that you can enjoy the here and now, happy that you know that you are on track to reach your future destination.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you at the heart of all we do and to determine the most effective way to achieve your goals. It is expert financial advice unique to you.
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Private Wealth

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Financial Planning

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Retirement Planning

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Inheritance Tax

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Investment Planning

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Protection Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get in touch
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WHAT OUR CUSTOMERS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

Many thanks to the P A Asset Management team. They have consistently given us excellent service and quality advice. They have always been flexible and have tailored their service to our changing needs.

 

 

James Anderson (September 2023)

 

Having been an existing client of PA Asset Management since 2014, I am always pleased with how he simplifies what I consider to be quite complex matters.

 

 

Nick Peters (July 2023)