"Charlwood Leigh has played an important role in providing our family with regular investment advice for many years now. We have appreciated their help in setting up my mother’s trust and arranging mortgages for our sons."
Client since 1998

How we are remunerated

We believe our clients should pay fair, upfront and transparent fees, this means our clients can be assured that the advice we give is solely in their best interest. As in any business arrangement, Charlwood Leigh offers clients various methods of payment for work undertaken. Our priority, however, is to ensure that you, the client, receive impartial, unbiased advice, with a high level of personal service to facilitate the smooth running of any financial transaction or preparation of a plan.

An initial consultation here at our offices in Leatherhead will be at our expense from which we would hope you may gain an understanding of our ethos, ethics and strengths.

Should you feel after the initial meeting that you wish to appoint Charlwood Leigh then further discussions would take place with regard to the most appropriate category of service we can offer, along with the costs that would arise for the ongoing advice. In all cases, we agree with you in advance the method in which Charlwood Leigh will be remunerated and the costs involved in undertaking work.