Transparent Fees with Pilling Financial
At Pilling Financial, we believe in clarity from day one. After your initial meeting, we’ll provide a clear service agreement outlining all costs—so there are no surprises all will be made crystal clear at the outset of our relationship.
Here’s what sets our fee structure apart:
- Initial Fees – Most services are charged at an initial rate, so you know exactly what you're paying, both Initial and Ongoing charges
- Flexible Payment Options – Fees can be paid directly or through your product provider as an adviser charge.
- 100% Transparency – We’re upfront about every cost, and always focused on delivering value
- Independent Advice – Our fees never influence the recommendations we make—we’re here to serve your best interests
Initial advice service
Our initial advice will be appropriate for you, based on your requirements and circumstances at that time.
NB: To ensure that any initial advice provided continues to remain suitable for you, we strongly recommend an ongoing service for us.
Ongoing services
In addition to our initial advice services, you could ask us to undertake further services on an ongoing basis. Details of any ongoing services that we offer are fully explained at your appointment, this is typically 0.65% per annum.
Before we provide any service to you, we will gather information about your circumstances and needs. We will not make a charge for this.
To find out how we can assist you and find out more about our charging structure so telephone us or speak to us using the contact form.