Traditionally advisers focused on the sale of investment products and were remunerated by a high initial fee or commission. We believe this meant products were sold without regard for ongoing performance of the investment, or if they met the needs of the client.
At MTS Wealth our fees work as follows:
We hold an initial meeting with you at no charge to understand your goals, and if we believe we can help you we will agree a fee for the provision of ongoing advice.
Should you decide to implement our advice we will agree a fee for undertaking this implementation on your behalf, saving you time and stress.
Once everything is set up, we will continue to review the performance of your investments, and meet with you annually to review how your situation may have changed. We will agree a fee for this ongoing service at the outset.
Our fees are payable by invoice or it may suit better for you to pay our fee's directly from the cash reserve held within your pensions or investments.