2-4 Lion & Castle Yard

Timberhill

Norwich

NR1 3JT

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Kent Carlyle Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (Ref No: 192796). 
Kent Carlyle Wealth Management Limited (registered in England, Company No: 02770651).

Copyright © 2015-2019 Kent Carlyle Wealth Management

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Our Fees

A Commitment to Covering Our Own Costs

Expect a pragmatic and grounded approach from Kent Carlyle

At Kent Carlyle we have a simple approach to fees. It is our policy to always endeavour to create substantial enough returns to cover our own costs.

And we do not believe in standardised financial packages for all our clients either. Diverse and individualised outcomes require a custom pricing structure that offers you a competitive service.

To construct your pricing strategy we utilise a proven, four stage approach:

  • Initial Consultation – during this first phase we meet with you and discuss your complete requirements, giving us an opportunity to review your chosen financial outcomes and how we could potentially work with you.

 

  • Executive Summary – following the initial discussion we produce a full document outlining your financial goals from any investment strategy together with an overview of your current arrangements.

 

  • Costing – once the official summary has been agreed we can proceed to give you the full costs of engaging our services. In most cases we provide a definite fixed price quotation, but for larger more complex arrangements this may be on the basis of an ongoing fee.

 

  • Engagement – when our arrangement meets your satisfaction, we will go ahead and start managing your investments. Throughout the lifespan of our partnership we provide continual reviews and assessment and clear transparency on any pricing increases.

 

Your Next Step

In the first instance we always work with new clients to perform an initial review of your requirements. To set up a discussion, please click here to contact us and we will be able to set up a mutually acceptable time to proceed.