How we charge
As we are regulated in both Hong Kong and the UK, we maintain strict adherence to the relevant regulations when it comes to how we charge for our services. However, as a rule, we will apply the highest standards required by the UK regulator, the Financial Conduct Authority (FCA) for all clients. Therefore, we do not take commissions on investment products and we adhere to the strict requirements relating to transparency and disclosure.
The fees we charge will depend entirely on what you want to achieve with your finances and how you choose to work with us. Our aim is to work with you throughout your lifetime. This way, you’ll maximise the value of having a dedicated wealth manager working with you, wherever you are.
Therefore, our approach to charging for our services is as follows:
- We always undertake the initial meeting with you at our cost. We are willing to invest our time into getting to know you, your situation and what you want to achieve with your finances
- Fees will be incurred at the point where you instruct us to put together a financial plan for you. This will typically be a fixed fee, agreed with you in advance, based on our estimate of time involved. This will all be clearly set out in an engagement letter
- You are under no obligation to choose us to implement our recommendations in the financial plan. However, if you do decide to work with us to implement your financial plan at this stage, our charges may be based on a percentage of investment or a fixed fee, depending upon what is agreed and works for both parties
- If you decide to continue working with us to receive ongoing wealth management advice and guidance, our charges again are flexible, and often depend upon the nature of the ongoing advice required and what works well as agreed between us
- We will never undertake any fee-generating work without first agreeing it with you
- We do not receive any remuneration through commissions or rebates through any third party investment providers
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Charlton House Wealth Management (collectively referred to as Charlton House, “we” or “us” in this policy) relates to Charlton House WM Limited (a company registered in Hong Kong under company number 3006014).
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