We are proud to offer complete transparency and have taken great care to ensure that our charges are clear, fair and represent excellent value-for-money.

OUR APPROACH TO FEES

We don’t believe that simply charging a fixed percentage fee for everyone based on their asset values represents fairness or value for our clients.

The nature of our work is diverse and highly-personalised so our fees are dependent on the nature and complexity of the task. If you are considering becoming a client of Kent Carlyle, we offer an initial financial review meeting at no cost and without obligation. This gives us an opportunity to understand your financial goals and how we can help you to achieve them.

After this initial meeting, your adviser will provide you with a written summary confirming your individual objectives and summarising any existing financial arrangements you already have. This will also include a personalised summary of the expected costs of advice – typically we are able to provide a definite, fixed cost for our services but sometimes the variability of work required may result in a fee range estimate being provided using a time-costed approach. In either case, this will be discussed with you and fully disclosed prior to any further work being undertaken.

Our advice remains completely impartial, as such we do not receive additional fees, commissions, ‘rebates’ or other forms of compensation from fund managers or product providers.

We are proud to offer complete transparency and have taken great care to ensure that our charges are clear, fair and represent excellent value-for-money.

MEET THE TEAM
MS2017
Michael Saunders
Managing Director & Financial Adviser
MH2017
Martin Hewetson
Director & Financial Adviser
NW2017
Nick Welsh
Financial Adviser & Investment Manager
CH2017
Chris Henning
Financial Services Administrator
RK2017
Rebecca Kelly
Financial Services Administrator
how can we help you?

To find out more about the services we offer, please do not hesitate to contact us.