FEES

S D Greenway Ltd are happy to explain our fees at the first meeting, which we check regularly to ensure they are very competitive.

A good IFA will pay for themselves through the extra growth and tax mitigation that they bring to your portfolio.

We offer all of our clients ad-hoc reports to compare how much their old plans would have been worth if they had not followed our original recommendations, to demonstrate our value.

This service builds client reassurance and also keeps us motivated.

Clients may meet and contact us as often as they need, it is all part of the service.

There will be a time when clients need us more than usual, typically at the point of drawdown or a spousal death. We do not charge for the significant extra work that these circumstances generate.

Your signed client agreement will contain the agreed fee and what is included for your reassurance. We provide scanned copies of all signed documents as standard.

Method of payment is usually via the investment or pension provider, who deduct our fees along with their own from the policy, however you may choose to pay via cheque or BACS if preferred.

We offer a fixed fee (£300) report service for Defined Benefit (Final Salary and Career Average Salary) pensions - These are valid for divorce, inheritance and retirement planning. This applies for occupational policies that are currently in payment, still being contributed to or held with a past employer.