We can help you in many ways, but fundamentally our role is to help you to be best positioned to achieve your goals, both in the short term and for your future. This is best achieved by having on-going client/adviser relationships and the best relationships are based on openness and integrity. This is one reason why we are transparent concerning our fees right from the beginning.
The simplest way to achieve this is to publish a guide to our scale of fees below to ensure you receive value from us and we are rewarded fairly for the work we do. This gives you certainty upfront and is indicative of how we like to work.
Your initial consultation is completely at our expense and there is no obligation to work with us following our initial meeting, so you can feel free to come in to meet us and have a chat. Should you then decide that you want to work with us, our initial fees are charged on a tiered basis capped at £4500. These are detailed below:
|Initial Set Up Fee
|Implementation Cost of first £100K
|Implementation cost of Remaining Funds
On-Going Management Fees 0.9%
We also combine family investments and consolidated purchases to offer clients the full benefit of the tiered charging structure.
We have no hidden agenda and are simply here to give expert and clear advice, based on our wealth of expertise and experience, which is focussed on helping you achieve your full financial potential. For a copy of our Disclosure Document outlining how we work and the process we follow please download it here:
‘Working with Odyssey Wealth Management’.
We are so confident in our service that we guarantee to beat any ‘like for like’ quote by a similar type of financial adviser or firm.
How do I get a quote?
To get a quote just fill in the simple form below to arrange an initial consultation. You can tell us about your goals and priorities, you can get answers to any questions you might have and we can explain how we can help you and then provide a detailed breakdown of the costs.
For clear, honest and upfront advice, contact Odyssey Wealth today.
* The value of investments and the income arising from them can go down as well as up, and you may not get back what you invested. Past performance is not necessarily a guide to the future. Any information contained within this website should not be deemed to constitute investment advice and should not be relied upon as the basis for an investment decision.