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OUR FEES

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FINANCIAL ADVICE THAT’S AS UNIQUE AS YOU ARE

We charge fees for the work that we do and you will always know what we charge in advance of us starting work.

This approach means that you can be sure we are working in your best interest and not the interests of an investment or insurance company who pay commission to solicit investments from advisers. The fees we charge are dependent on the services you require but fall into 3 categories:

Advisory fee

This fee is agreed with you from outset and covers the detailed financial planning work undertaken to research and analyse your current position and determine what steps you should be taken to help you achieve your planning objectives. This fee entitles you to the ownership of the strategy and covers the cost of Richmond Hill Financial Ltd’s intellectual property, experience and expertise. The specific fee will depend upon the complexity of the advice and the service being provided. Please contact us and refer to our menu of charges.

Implementation fee

If you are satisfied with your Wealth Management Plan strategy you can then instruct us to implement your plan and this will be subject to our implementation fee. This fee covers the cost of accurate and timely implementation of the strategy. Our implementation fee (if investing capital) is based on a small percentage of the capital being invested.

Wealth management fee

The fee for providing our ongoing professional Wealth Management Service is usually calculated as a percentage of assets under advice. Full details will be provided prior to you engaging us.
The value of investments and the income they produce can fall as well as rise. You may get back less than invested.
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OUR INVESTMENT SERVICES

Discretionary Service

Taking the work out of managing your investments

Advisory Service

The final investment decisions remain with you
Discretionary Service

This service may be particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio – perhaps because they lead busy day-to-day lives or because they are enjoying retirement and wish to travel.

The value of investments and the income they produce can fall as well as rise. You may get back less than invested.

Advisory Service

The advisory service is designed for people with all levels of experience who want to take an active interest and be in control of the construction and ongoing maintenance of their portfolio, but wish to take advice on the strategy employed and the assets to be held.

The value of investments and the income they produce can fall as well as rise. You may get back less than invested.

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WE’RE WITH YOU EVERY STEP OF THE WAY

With over 20 years of financial services experience, from mortgages to protection, our varied industry knowledge will cater for any financial circumstance you find yourself in.

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20 +

YEARS OF FINANCIAL EXPERTISE

We love our job and hope that shows through when there is nothing about the industry that our team do not know.
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100 +

Mortgages To Suit You

No matter your circumstances, we are here to get the right mortgage for you.
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FIRST TIME?

First time buyer mortgages

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MORTGAGES

Looking for a mortgage deal?

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PROTECTION

How to protect your mortgage

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REMORTGAGE

Get great remortgage deals

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READY TO DISCUSS YOUR OPTIONS?

With hundreds of mortgage products available, you can be sure that our experienced team will find a great deal for you.
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SEE HOW WE’RE BEING RECOMMENDED

We’re proud to have been recommended by our local customers of St Neots

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