How we are Paid
Being open and transparent about how we are remunerated is one of our core values.
We are remunerated for our services by fees, commission or a combination of both. The first meeting with Legacy Wealth is free of any charge or obligation and during this meeting your adviser will explain in detail your payment options. As you would expect, different levels of complexity attract different charges and no two clients are identical.
You will be given a copy of our Service Proposition document together with our Terms of Business. Work will only commence on your financial plan once we have reached agreement with you on the costs involved. These will be disclosed to you in writing and any additional work undertaken will be agreed with you in advance.