For the provision of our professional wealth management and investment advice services, you can choose how you would prefer to pay for the services of your adviser from a given menu of options which can be tailored to any given budget specified and agreed.
You can choose from any of the following alternatives:
There is no charge for an initial meeting and during this meeting we will discuss the payment options available. If the commission method of remuneration is chosen then we will always inform you of the actual amount of commission payable to us.
If you choose to pay us a fee, this will be agreed in writing before any chargeable work commences. Fees can be charged as a fixed amount, an hourly rate or a percentage of the amount invested. If you pay us a fee we will tell you if you have to pay VAT.
Opto Financial Solutions is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered address: Bridgewater Place, Water Lane, Leeds LS11 5BZ. Registered in England number: 05998270. VAT Registered: 107831677. This site is for UK consumer only.