How we charge
We believe in charging a fair fee for the work we do. We're transparent about our fees at every stage of the process.
Disclosure and discovery meeting
We want to ensure that we can work together successfully before we undertake work on your behalf. This is why the first discovery meeting is held at our expense.
You will be provided with a Costs and Services Document in advance of this meeting which provides detailed information about our fees. We will discuss your needs and objectives and once we have an understanding of your requirements we’ll be able to confirm the costs.
No fees will be incurred without your prior agreement.
Adding value at every stage
We follow this simple rule: seek to understand before being understood. We don’t just offer a one-off transaction. Instead, we build a solid relationship with you that will help to shape your financial future and see you through key life events.
We know it’s hard to put a price on your future security, but within just a few days of working with the team, you’ll realise that the feeling of clarity and reassurance is simply priceless. You’ll benefit from our services in ways you could never imagine.
Get in touch with us
We'd love to hear from you and explain all about our services over a cup of coffee. Get in touch today.
Money Penny Wealth Management Ltd
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ
