Is Your Financial Adviser Providing Good Value for Money?

You may have recently seen some worrying headlines about some large financial advice firms. If you have a financial adviser, these headlines might have left you wondering whether your portfolio is in order and if you are getting good value for money.

With many investors paying for reviews they never received. Women’s Wealth offers an independent wealth management review to ensure you’re getting the value and advice you deserve.

Book a free 15 min discovery call*

*You meet a Women’s Wealth Money Mentor virtually to to discuss your circumstances, check the service suits you and settle any questions you may have.

At Women’s Wealth, We Help You Understand…

What your financial adviser should be doing for you

The performance of your savings and investments

The fees you are paying

If your investment is still suitable for you

The Value of Financial Advice

A qualified and regulated financial adviser should help you manage your money in a tax-efficient way. They should emphasise the importance of becoming an investor, ensuring that you understand the benefits of investing to protect your savings against inflation in the long term.

Additionally, they should recommend suitable investments based on your circumstances and risk tolerance.

Importantly, they should help you avoid common investment mistakes, guiding you to stick to a long-term financial plan and avoid knee-jerk reactions to market fluctuations.

Financial Advisers Charge in Various Ways

Good financial advisers provide a valuable service. Here’s how different charges can affect your investments over time…

Entry Fees: Charges applied when you pay into an investment.
Exit Fees: Fees for leaving your adviser, sometimes up to 6%.
Ongoing Percentage Fees: Annual percentage charges that can significantly impact your investment growth over time.

At Women’s Wealth, our clients pay an annual charge to the platform that holds their investments, but we never take a penny from your investments to cover our fees. We offer subscription-based charges, ensuring transparency and fairness. Our independent advisers choose from the whole market of investment products to find the best options for you.

Book a free 15 min discovery call

Has Your Financial Adviser Let You Down?

If you suspect you’ve been taken for a ride, you have several options. You can do nothing and trust your adviser to improve, but this is risky. You can use a specialist company to sue, but this can be costly.

Alternatively, you can follow the Financial Ombudsman route if you were not given a financial review, as you may be entitled to compensation. Lastly, you can quietly leave your adviser, but consider your relationship and the tax consequences, before making a switch. Even if the product still seems perfect for your situation, it will never hurt to check this with a second opinion.

We believe women should get a good service from financial advisers they can trust. At Women’s Wealth, we offer a personal service for anyone affected by high fees, confusing charges, and poor service. Our review is unbiased and tailored to your circumstances.

Download our free guide to find out more…

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Working With Women’s Wealth

At Women’s Wealth, we provide transparent, unbiased financial advice tailored to your needs. Our mission is to empower you to make informed decisions about your investments and financial future.

Choosing Women’s Wealth means you get access to the entire market of investment products, ensuring we find the best options for your unique circumstances. Our independent advisers offer personalised recommendations that align with your financial goals.

We offer subscription-based charges, ensuring you know exactly what you’re paying each month. This approach is fair and democratic, so you don’t need to be wealthy to benefit from our expert advice. We never take a penny from your investments to cover our fees.

By working with us, you avoid the hidden costs associated with traditional financial adviser charges. Our clear and straightforward pricing model eliminates entry fees, exit fees, and ongoing percentage fees that can impact your investment growth.