At Investwise, we pride ourselves on transparency. We have a very open charging structure, that sets us apart from many other advisors. We don’t charge percentages for setting up products and ideally we like to agree a fixed fee in advance with our clients for the work we carry out. That structure allows us to give all our clients the same level of service.

Our preference is to work with client on a comprehensive financial plan, and we are very proud of our top tier financial planning service. Ongoing annual fees are also agreed in advance, and discussed each year at our annual financial planning review.

The charging structure is relatively simple.

Our Remuneration

At Investwise, we pride ourselves on being a fee-based advisory firm with a transparent remuneration structure and the avoidance of commissions. As a result of the Consultation Paper 116, the Central Bank have made it mandatory that all regulated firms make available to customers all commission structures available to them by product providers, even if the regulated firm does not accept or use the commission structures.

We provide a link here to this information. If you have any queries on this information please don’t hesitate to drop us a line.

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Collection & Use of Personal Information

By submitting your data, you are providing us with some level of personal information. This information is not stored on our website database. However, in order to respond to your enquiry, your data is emailed to our website email address where it is saved. Additionally, we may use your contact details to send you marketing material in the future. You may unsubscribe from any emails you receive following our first reply. We do not pass your data on to any third parties.