Our Fees

Our first meeting is free of charge and is designed to establish if we can help you achieve your financial objectives.  If you then decide that you want us to provide advice there will be a cost for our services:

Initial Advice
We offer a variety of methods by which we can be remunerated and you are free to choose the method that best suits your needs. We will discuss your payment options with you and together agree a cost for the work you would like us to do for you.

Paying our initial charges
Payment can be made by either one or a combination of:

1.      Direct bank transfer

2.      Via deductions from the financial product(s) that you might invest in


Our ongoing review service
Our fees for our ongoing investment management service is 1% per annum.

Surrey Wealth Ltd - Registered in England and Wales No. 10173320.

Registered Address: 8 Manor House Business Centre, 19 Church Street, Leatherhead, Surrey, KT22 8DN.

Authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 833211 at https://register.fca.org.uk/

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: 

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel:  0800023 4567 or 0300 123 9123