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Am I going to be okay? Take Retirement Test

Are my family going to be okay? Take Estate Planning Test

Dominic Browning, Managing Director — Posted by Dominic Browning
14/07/23

News, Resources, Insight and Opinion from Browning Financial Planning

A reminder about our investment charges

Dominic Browning, Managing Director — Posted by Dominic Browning
14/07/23

Intial charges on lump sum and regular premium contributions can have a big impact on long-term returns.

Many firms will charge an initial fee on top-ups as well as new investments. Some also charge withdrawal fees, for them to allow you to access your own funds.

As a reminder, we only charge an initial fee on a new investment recommendation as this is time intensive and involves research and report writing. But that is where it ends.

We do NOT charge any initial fees on regular contributions, top-ups, fund switches, bed and ISA switches and withdrawals, even if it involves setting up complicated, pension income drawdown.

We are proud to offer this, which we think should be the standard for the profession and we hope you appreciate it too.

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Copyright of Browning Financial Planning Ltd. Registered office: Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.

We provide services for clients in Torbay, Torquay, Paignton, Brixham and South Devon including Marldon, Shiphay, Broadsands, Ipplepen, Berry Pomeroy, Newton Abbot, Brixham, Torquay, Stokeinteignhead, Buckfastleigh, Abbotskerswell, Goodrington, Dawlish, Kingskerswell, Paignton, Plainmoor, Heathfield, Chelston, Maidencombe, Totnes, St Marychurch, Hay Tor, Blagdon, Bovey Tracey, Shaldon, Teignmouth and more!