Carrington Wealth Management has created three different service levels to suit clients according to their needs and the complexity of their financial affairs. These are called Clever, Cleverer and Cleverest.
Bespoke Financial Planning with no review service
Gathering data about your current situation, determining your goals, assessing
your attitude to risk and preparing a written plan to help you to achieve those
goals including specific recommendations.
Initial fee : £825 (see Appendix 1 - Fee Schedule for extras)
No ongoing advice is provided so there is no ongoing fee.
As per our Clever service, PLUS
Inheritance Tax and Estate Planning advice
Annual meeting with plan review and financial health check
Ongoing face-to-face, telephone and email access to your adviser
(in working hours) between review dates
Six-monthly investment portfolio rebalancing (where appropriate)
Annual Client Seminar
Initial fee : £1320 (see Appendix 1 - Fee Schedule for extras)
Annual fee : 1% of funds under advice (min £1100).
As per our Cleverer service, PLUS
Taxation Planning Service - in conjunction with your accountant/tax advisers
Half-yearly meeting with plan review and financial health check
Quarterly investment portfolio rebalancing (where appropriate)
Professionals service - strategic updates to your other professional advisers
and recommendations to other professionals when needed
Priority Response Service - Phone calls and emails returned within 24 hours
Initial fee : £1980 (see Appendix 1 - Fee Schedule for extras)
Annual fee : 1% of funds under advice (min £1800).
Our initial fees for investment advice are shown in the following table :
| Investment | Amount | Portfolio Implementation Fee |
| up to £250,000 | 3% | (min £1200) |
| Next | 2% | |
| Excess | 1% |
These fees can be paid directly by yourself, your company (if appropriate) or taken out of the capital invested and paid to us by the provider(s) used.
Ongoing fees, if any, depend on the Wealth Management Service chosen (see above).
Clients sometimes ask us to advise them on an Ad Hoc basis. Examples of this type of work include:
Providing a second opinion on advice already received
Advising on one or more specific issues i.e. where the client doesn't
require the preparation of a full financial plan
Expert witness work
Advice on divorce
In each of these cases we would charge an hourly fee for the advice.
The Financial Services Authority (FSA) does not regulate all of the products and services that we may advise on.
To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.
