Welcome to Dragon Financial Planning
We offer all new clients an initial meeting at our expense. This meeting is without obligation and will normally be held at our offices in Newport.
During this first meeting, we will confirm the services we can provide and the costs of these services. All fees will be clearly explained and agreed with you up front – there will be no hidden charges.
For investment and pension advice, the amount of the fee will contain an element based on the value of the investment/pension. This is to reflect the importance of the matter, the consequent liability and responsibility to this firm.
We typically charge ongoing advice fees of 0.5% per annum of funds under management.
Ongoing fees are usually paid from your investment or pension arrangements. However, they can be paid in advance via annual invoice or via an annual or monthly standing order arrangement. The purpose of ongoing fees is to pay for regular reviews and ongoing management of your portfolio.
NOTE: We do not currently charge VAT on fees.