Advice and Guides to improve your finances

Charges

Charges

At Phillip Masters Independent Financial Advisers Limited, we do everything we can to keep your charges low and affordable. We invest in the latest technology and the newest innovations which means we can keep down our costs and pass on our savings to you.

 

Initial charges

We give our clients the choice of paying an invoice or by us taking a percentage of the amount invested. Phillip Masters makes no charge for selling or buying a fund.

As there is no financial incentive for Phillip Masters Independent Financial Advisers Limited in switching funds, you can be sure that any advice is based purely on investment considerations. We consider this to be the most ethical way of running a portfolio.

The Client Agreement about our services and costs will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting. If you have any queries about our charges, please give us a call.

 

 

All cheques are made payable to a Financial Institution. We never accept a cheque made out to us (unless a cheque is in settlement of charges or disbursements for which we have sent you an invoice).

 

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At Phillip Masters Independent Financial Advisers Limited, you will always get open, honest financial advice, a professional service and the highest level of customer care.