Dominic Browning, Managing Director — Posted by Dominic Browning
14/07/23

News, Resources, Insight and Opinion from Browning Financial Planning

A reminder about our investment charges

Dominic Browning, Managing Director — Posted by Dominic Browning
14/07/23

Intial charges on lump sum and regular premium contributions can have a big impact on long-term returns.

Many firms will charge an initial fee on top-ups as well as new investments. Some also charge withdrawal fees, for them to allow you to access your own funds.

As a reminder, we only charge an initial fee on a new investment recommendation as this is time intensive and involves research and report writing. But that is where it ends.

We do NOT charge any initial fees on regular contributions, top-ups, fund switches, bed and ISA switches and withdrawals, even if it involves setting up complicated, pension income drawdown.

We are proud to offer this, which we think should be the standard for the profession and we hope you appreciate it too.

More News, Insight & Opinion

Regular Contributions

Your investment contributions should do the heavy lifting. Continue

What is a market correction?

A market correction is defined as a 10% drawdown from a previous market high. Continue

The Power of Compounding

Working in the financial services industry, we are confronted with the power of compounding on a daily basis. We see clients who make it work for themselves (investments) and clients who make it work against themselves (debt). Continue

Why we focus on total returns

Our main focus as your financial adviser is ensuring you make wise, informed decisions to reach and maintain financial independence. For most people, this means a long, independent retirement and leaving a legacy to those they love. Continue

Rebalancing: The Disciplined Investor's Secret Weapon

In any investment portfolio, it’s normal to find that one asset class has outperformed the others in the recent past. We often assume that what has happened in the past will continue into the future. Continue

Retirement facts and figures

According to Invesco’s UK retirement study, 64% of advisers said people who seek advice during accumulation have a better understanding of pension options than those who only take advice at retirement. Continue

More Articles

Copyright of Browning Financial Planning Ltd. Registered office: Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.

We provide services for clients in Torbay, Torquay, Paignton, Brixham and South Devon including Plainmoor, Stokeinteignhead, Buckfastleigh, Bovey Tracey, Chelston, Hay Tor, Maidencombe, Abbotskerswell, Dawlish, Paignton, Brixham, Kingskerswell, Broadsands, Teignmouth, Blagdon, Ipplepen, Shaldon, Berry Pomeroy, Totnes, St Marychurch, Newton Abbot, Goodrington, Marldon, Torquay, Shiphay, Heathfield and more!