IFA, Financial Planner, Bodmin, St Austell, Cornwall

The difference, is Independence.

High quality, financial plans, created just for you.

We offer a fully Independent, holistic Financial Advice service, taking into account your unique requirements and overall financial situation. 

 

Our key areas of advice are below; keep scrolling to find out more. 

Our Services

The scope of our advice extends to most areas of your short, medium and long term financial objectives, but the majority of our clients will find their key requirements fall within one of our main advice areas below.

Our Fees & Charges

We operate a transparent fee structure and will set it out in black and white for you. We will not carry out any work until you have agreed to our fees and we will not charge you for any work which you have not authorised. 

 

For Financial Planning, Investments and Pensions, we will charge you an Initial Advice Fee based on our hourly rates and on occasion an Implementation Fee. In most cases you can pay the fee from within your investments, but we can invoice you directly if you prefer. We will not receive any remuneration from the product or provider for recommending them. 

 

Our ongoing review service is percentage based and normally paid for through your investments. Again, this can be paid directly if you prefer. Our typical fees are detailed in our Client Agreement. Your personalised fees will be confirmed in your Adviser Fee Agreement.

 

For Personal & Business Protection, we will receive a commission from the insurer for recommending & arranging the policy, and providing ongoing agent support. We will disclose this to you with our recommendation in advance of arranging any policy. 

Strategy Wealth Logo

Strategy Wealth Uk Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Strategy Wealth is a trading name of Strategy Wealth Uk Ltd which is registered in England and Wales no. 14838686. Registered office 45 Tanwood View, Bodmin, Cornwall, PL31 2PN. Directors: David Ellicott & Michael Rowan.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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