What Do We Charge?

We believe in charging a fair fee for the work we do. For this reason, we have decided to echo the transparency of our approach and disclose our fees online.

This also differentiates us from other financial advisers and planners. Research shows that only 1 in 20 disclose their fees online.

Initial Meeting

The initial meeting is at our expense. During the initial meeting, we discuss with you your aims and objectives before putting together a comprehensive financial plan.


We will provide you with a full list of or fees and charges BEFORE any chargeable work is undertaken.

01792 720510

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Sterling Welsh is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the financial conduct authority (FCA). Our FCA number is 680894.

Registered in England - Company number: 09455341

This website is aimed at UK Residents

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