Disclosure helps build trust and give clarity to prospective clients.

Our Fees

Initial Discussion

We will work with you to deliver what you need. This involves first setting up a no cost, no-obligation meeting with one of our experts using the contact us page. The aim of the call is to explore your specific financial objectives and how we can help you achieve them. We will then give you a fully transparent breakdown of our charges which fall into three categories below.

Recommendation Report

After our initial call we will provide a fixed fee for your recommendation report which will depend on the scope of advice required. 

You can also elect to pay hourly if you wish.

Implementation

Should you wish to accept our recommendations we would charge an implementation fee to put in place the recommendation. This can usually either be levied against the products you put in place or can be paid direct if you prefer.

Ongoing wealth planning

To manage the investments and carry out regular reviews we will charge a fee which is usually a percentage of the fund and will depend on the level of service you require and the assets you have invested.


For more information on the process please visit

Our Process or Contact us

 

Because of the range of complexity and time involved, it is impossible for a one fee fits all quotation. After our initial discussion we will work out how much time is involved to advise you.

We offer both fixed or hourly fees and details are provided in our client agreement.

n2-logo.png

N2 Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority under the reference number 837211. Registered in England and Wales under Company Registration Number 11709460.

 

Our registered address is Windway, Ropers Lane, Upton, Dorset, BH16 5HR. Our office address is Dakota, 11 De Havilland Drive, Weybridge, Surrey, KT13 0YP

 

The Financial Ombudsman Services is available to sort out individual complaints that clients and financial services business aren't able to resolve themselves. To contact the Financial Ombudsman Services please visit www.financial-ombudsman.org.uk

  • White LinkedIn Icon

© 2019 N2 ASSET MANAGEMENT