Becoming a Client and Our Fees

Becoming a client of Tower Hill Associates

Whilst Tower Hill Associates occasionally offers new clients one off advice the company’s focus is increasingly on the promotion of their flagship Ongoing Financial Planning Service – an independent trusted adviser service incorporating financial, investment and retirement planning advice.

This service is usually only cost effective for clients with investable assets, including pension funds, of at least £250k or with gross household income of a similar amount with the ability to make significant annual savings.

We recognise that signing up to our service is a big decision which is why we offer 4 Free No Obligation Steps before you decide.

1. Initial discussion on the telephone
This is just to check whether the service is potentially what you are looking for and to obtain a thumb nail sketch of your circumstances. If it is then a free no obligation meeting usually held in our Richmond offices will be offered.

2. Initial meeting
This is a meeting for you to find out more about what we do and will include a visual media presentation of the financial planning process. It is also an opportunity to find out more about your circumstances and by the end of the meeting we should both know whether the service is potentially suitable. If it is then we will write to you with our proposal.

3. Written Proposal
This sets out in greater detail the scope of work given your particular circumstances and where we add value. In addition there is not only full disclosure of Tower Hill Associate’s Fees but also an estimate of the total fees involved including those from third parties e.g. fund and platform charges.

4. Further meeting
This is to go through the finer points of our proposal which if you are happy with you will be invited to sign up or alternatively you can decide at a later date.

Our Fees

Tower Hill Associates Ongoing Service Fees (not subject to VAT)
The fees we charge will be set out in our written proposal however
here is a flavour:

Specimen Ongoing Financial Planning Service
Private Client Agreement click here

Becoming a client

See our free no-obligation
4 steps to becoming a client
and our transparent fees

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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