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COST EFFECTIVE
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Our Approach

We do not charge commission on any form of financial advice. Having operated on a professional fee basis since 2005, we firmly believe that we act for you and not some insurance company.

Before commencing any new work for you, whether as a new or existing client, we will:

·  scope out this work for you in terms of content and cost, in a client engagement letter
·  we will discuss this letter with you and ask you to sign it off before the commencement of any paid for work.

In this way we both fully understand what is expected in terms of both work and fees.

We are very comfortable discussing and indeed publishing our fees, as we are fully transparent with our clients. In addition:

·  we consider our fees particularly cost effective for larger investment sums (above £250,000)
·  our initial advice fee is based on hours worked rather than a fixed percentage amount and
·  as a result our initial advice fee for investing say £300,000 is perhaps around £3,300 (see table below - based on hours worked), rather than a more traditional 3% of the investment made (namely £9,000 here).

This is a significant saving in cost terms for you at the outset of the process.
Please contact us at info@financemattersni.co.uk for our most our most up to date Client Agreement, which provides both regulatory information and further sample fees for various advice scenarios.

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FMNI.Ltd
Finance Matters (NI) Ltd
Registered in Northern Ireland No. NI55516
Registered Address: 68, Knock Road, Belfast, BT5 6LR

Authorised and regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 455108 at https://register.fca.org.uk/.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk
Telephone

028 9002 0125

Email

info@financemattersni.co.uk

Address

Finance Matters NI Ltd
14 High Street,
Holywood,
Northern Ireland,
BT18 9AZ