FEES

S D Greenway Ltd are happy to explain our fees, as we check regularly to ensure they are of good value.

A good IFA will pay for their desk through the effective use of allowances, tax mitigations and extra investment returns.

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 reassurance and also keeps us motivated.

Clients may see and contact us as often as they need, as we operate a trusting business model for all parties.

There will be a time when clients need us more than usual, usually 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 contains all of the fee terms and conditions for your reassurance.

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 - (Valid for divorce, inheritance and retirement planning) This applies for occupational policies that are currently in payment, being contributed to or held with a past employer.