Fees.

We aim to be open and transparent about our fees at all times. This also differentiates us from other financial advisers and planners. Research shows that only 1 in 20 disclose their fees online.

Our fee structure offers generous discounts to couples and immediate family. This reflects our primary objective of building and maintaining long term family relationships.

Initial Meeting.

The initial meeting is usually held in our office but could be held virtually if required – this meeting will be at our expense.

Financial Planning

If we choose to move forward after our first meeting we will prepare a plan for you and possibly product recommendations if appropriate.

If you choose not to implement any of our recommendations, or come on board as an ongoing client, we will agree a sensible fee to be paid for the work to that point.

This fee is waived if you choose to move on to the implementation stage

Implementation

If our advice is implemented typically our initial fee will be 1%.

This fee is at our discretion and there will be times where this will be more or less dependent on complexity and time spent.

Our advice is not contingent on you buying or transferring products.

Ongoing Fees

Our ongoing annual fee for our Financial Planning Service is tiered.

We charge 1% on the first £2,000,000 of funds under management and 0.25% on anything we manage over £2,000,000.

This is subject to a minimum annual fee of £6,000.

Family discounts will apply to couples and any accounts held by their children or grandchildren.

Ways of Paying.

Fees can either be taken from your financial products or from your own resources.

Guarantee.

If you are not satisfied with any part of our work, please let us know and only pay what you feel is reasonable.

All fees will be discussed with each client and they will be provided with our Financial Planning Client Agreement (terms and conditions) and Financial Planning Charges (what we do and how we charge) documents which provide further information.

We have worked with Chris since he started Begley Brown. He provides a high quality service and provides advice which is always driven by the best interests of the client. We have no hesitation in referring our clients to him in the knowledge that they will be exceptionally well looked after.

Alastair Russell

Director, Russell & Russell Chartered Accountants and Business Advisers Limited

Begley Brown have been our financial advisers for many years, and we value very highly the service they have provided us, and in particular the investment of time that they have made in truly getting to know us, their clients. We have always been able to discuss every aspect of our financial affairs with complete assurance that this will be treated with sensitivity and compassion, while at the same time ensuring that we are encouraged to be organized and rigorous about the management of our personal financial affairs.

Sir James and Lady Lynne MacMillan

Begley Brown was recommended to me about three years ago when life-changing circumstances forced me into having to make financial decisions suddenly and with no preparation. Chris and Mark took the time to meet with me, talk to me, and listen to me, before working out how to best help me. I am genuinely grateful for the support and reassurance they gave me at a difficult time, and the time they took to make sure I understood my options. I felt they genuinely had my family’s best interests are heart, and they have continued this ever since. I trust them to manage things for me day-to-day, and I know they are always available if I need to discuss anything or if anything is worrying me in between our regular review meetings. I would recommend Begley Brown to anyone.

Gillian Robertson

Senior Technical Writer

Approachable honest and reliable, for me the perfect financial advisors. In a volatile market I want to know that financial decisions made for me are well managed and I feel this with Begley Brown. I like to leave financial planning to experts and for them to guide me. This is what Begley Brown do and they do it very well.

Eddie McGuigan

Head of Microscopy Sales, Leica Microsystems

I am delighted to recommend Chris and the team at Begley Brown. As a busy SME business owner and father of 4, their core values resonated with me a lot. The experience of the investment team and clear understanding of my individual needs going forward made it clear that our interests were aligned and that they could make my investments work for me. Also their easy to use technology allows me to keep an eye on my money from my phone which is a huge benefit.

David Forsyth

Managing Director, Document Data Group