Our Service Proposition

At Margetts Wealth we pride ourselves on high levels of service and customer care.

Our service is designed to meet the requirements of all our clients, whatever their financial position and objectives. Our charges for advice are clear and we will tell you in advance how much our service will cost.

We will help you select the level of service which ensures you get the best value for money and your plan is reviewed and updated at the right time.

All our clients are entitled to an initial meeting at our expense to satisfy themselves that we can work together.

We then proceed with a detailed analysis to UNDERSTAND YOUR CURRENT POSITION, what you want to achieve in the future and how you would like to increase, preserve and manage your wealth. We do not believe in quick fixes and taking chances which means our approach is thorough and in-depth to enable us to recommend exactly the right solution.

A majority of clients select our FULL SERVICE to secure the ongoing management and development of their plans. This covers everything that is needed to manage your money as well as dealing with risk and the administrative complexities associated with financial plans, funds and products. We do not cut corners and we pride ourselves on the excellence of our client service. Through our regular review service we are able to provide advice that ensures the solutions we put in place for you adapt as your needs change over time.

In some cases our BESPOKE SERVICE is more appropriate, whereby clients choose which specific services they require. We do not want clients to pay for services they do not need so we always give advice to make sure you get the right amount and level of service that is necessary.

For clients who know what they want we offer a limited advice service, which is restricted to the single transaction. We only recommend this approach for clients who have a detailed knowledge of the market and are able to decide what they require without the full service of a financial adviser.