Our Charges
At Patrick Wayne Wealth, we understand that clients have different preferences when it comes to paying for financial advice and services.
We offer a flat fee for our financial advice and an ongoing review fee for regular monitoring and updating of your financial plan.
Our team at Patrick Wayne Wealth will work with you to understand your specific needs and will provide you with a detailed breakdown of our charges and fees before any service agreement is made. We believe in providing transparent and competitive pricing for our services, and our flat fee structure allows clients to have a clear understanding of the cost of our services.
Our ongoing review fee is a cost-effective way to ensure that your financial plan stays on track and that you are getting the most out of your investments. With regular monitoring and updating of your financial plan, you can have peace of mind knowing that your investments are aligned with your current financial goals and objectives.
At Patrick Wayne Wealth, we believe in providing our clients with the best services and value for their money. If you have any questions about our charges or fees, please don't hesitate to reach out to us, we would be happy to discuss it with you further.
At Patrick Wayne Wealth, we believe in building long-term relationships with our clients based on trust and transparency. That's why we offer personal client agreements to all of our clients. These agreements outline the scope of services we will provide, the charges and fees associated with those services, as well as any other relevant details of our working relationship. Our charges are transparent within our Personal client agreement.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Our Services
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Financial Advice
Look at your personal circumstances and your financial plans and recommend products to help you meet your needs
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Mortgages
We make mortgages easier, whether you're remortgaging, buying your first home or buying to let. Discover the process of applying for a mortgage here.
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Pensions
Advice on everything related to pensions and retirement. Explore our guidance on types of pensions, building your pension pot, and more.
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Investing
Discover how we can help you build a personalised fine art portfolio. Find out why fine art can help create a balanced and diversified portfolio
Book at your convenience, schedule a free 20 minute no commitment initial chat with our financial adviser today
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+44 1634 682813
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Ask an Expert
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If you’d like a free, no-obligation chat with a Patrick Wayne Wealth adviser to discuss your particular financial needs.