How We Are Paid
Appleton Fox Wealth Management Ltd is a truly independent fee based advisory business that does not retain commission payments. This means that should any of our recommendations result in the implementation of an investment plan or policy we will actively seek out any available commissions which will either be used to reduce charges or alternatively where possible rebated to you.
Our fees are always project – based to ensure you always have control over your outgoings.
We also rely on our clients referring us to like-minded people who are likely to benefit from our services. In this way we are able to contain our marketing costs & therefore our fees.
Client Guarantee
At each and every stage of our advisory relationship with you, we do everything possible to take away your concerns, exceed your expectations and give you guaranteed reassurance over your decision to use Appleton Fox.
We are confident that you will be truly satisfied every step of the way and that the value of the advice will always exceed the fee. However, if this is not the case then all you need do is bring this to our attention in writing, stating your reasons & also the fee that you believe to be fair & reasonable. On receipt of your letter we will organise your refund.
Independent Fee-based Advice
To re-inforce our independence, we do not allow third party investment by product providers, insurance companies or other suppliers. Accordingly, the company is entirely owned by it’s Director’s and is directly authorised and regulated by the Financial Services Authority.
We can therefore guarantee..........
• To rebate all commissions back to you or into your product
• NEVER to advise you on any product other than the one most beneficial for you
• That we will consider every option before recommending the most appropriate unbiased strategy
• To advise you of every cost up front in order that you can decide if it’s value for money