01327 350 314
enquiries@mclayjames.co.uk

24 Brackley Road, Towcester, NN12 6DJ

Our Fees

In order to provide financial advice, advisers need to be paid by their clients for any work that is carried out.

Our fees can be paid either as an upfront fee, via product charging or a combination of both.  We will discuss your payment options with you and answer any questions you have prior to beginning any work.  We will not charge you until we have agreed with you how much and how we are to be paid and we will fully layout these costs in a Letter of Engagement.  Our fees may include VAT. Where this is the case you will be informed and invoiced accordingly.

All fees are discussed and are laid out in cash terms in order for our clients to fully understand the costs.

Your initial meeting is always free, if held at our offices.  You will normally be charged a fee for any subsequent work carried out in assessing your needs and making a recommendation. This fee will be dependant on the type and complexity of the work that is being considered . Typically for investments this fee will be based upon the amount to be invested.

You will also be charged a fee for regular on-going reviews and advice.

These fees are indicative and are subject to review annually on 31st December. In cases that are more complex in nature, our fees may be higher. However we will always provide you with a breakdown of our estimated fee and agree this with you prior to undertaking any work.

What our clients say

“Very many thanks for all you do for us – above and beyond the call of duty!”

Mr & Mrs S of Brackley

“Thank you. A comprehensive and efficient service”.

Mr A of Silverstone

“Mclay James have proven to be as good as their word in providing excellent service standards with professional advice. Strongly recommended”.

Mr C of Northampton

“Received fantastic advice over and above our expectations. They took the time to understand our situation and provided the solutions which we did not fully appreciate until later. Very thorough and professional and we have recommended them on to our family”.

Mr & Mrs R of Towcester

“Having dealt with Colin and the investment team over many years through some pretty turbulent market conditions I can honestly state Mclay James have provided an outstanding service with high professional standards”.

Mr T of South Northamptonshire

“Just a quick note to thank you for your reassuring letter of 1st October 2011. It was kind and thoughtful of you to take the time to write. I feel fortunate to have you to advise me about ‘eggs in baskets’ ”.

Ms A of Hitchin

“My wife and I would like to register our sincere thanks to Mclay James Ltd and in particular Colin Reid, for the outstanding service and advice we have received. I cannot fully express in words my gratitude to Colin and the three companies for all their support and assistance. Without the monies received my wife and I would have been in financial difficulty. My wife has also received excellent advice and support from Colin and we would obviously recommend Mclay James”.

Mr & Mrs C of Peterborough