CHARTERED FINANCIAL PLANNERS t: 01782 712233

Fees

We never charge for first meetings as this is exploratory, giving both parties the opportunity to see if we can work together.

It’s your money. You’ve worked hard for it. Or even if you’ve been fortunate enough to win or inherit it, you want every penny to be working for you and your loved ones.

That’s why we believe so strongly in providing value for money, and in fees that are not only fair, but also clear and transparent.

We will not charge for our first meeting as this is exploratory, giving both parties the opportunity to see if we can work together. At this meeting we will discuss your needs and our services.  We offer a number of services and ways of paying for our advice, with the fee structure being dependent upon the service required.

For a more detailed view of our ‘Services, Fees and Charges’, please download here.

Services, Fees and Charges

Download a detailed view of our services and charges

Download

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Client testimonials

The professionalism of SDB speaks for itself. Throughout our long relationship with the firm we have been helped at every stage to plan realistically and sensibly. The quality of the advice is clear to us now, in that the plans, once distant, are now becoming a reality.- IW & JW, Cheshire
I have been a very satisfied client since 1983, throughout which time I have received excellent service. I trust the Company implicitly and take great comfort in knowing my financial matters are being managed in the best possible way, meaning I never have to worry- SEG, St Helens, Merseyside