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Last reviewed: August 2026
We believe in being clear about what we charge. We would rather you knew the cost before you commit to anything than discover it later.
The first conversation is free. You tell us what you are looking for and we outline how we would work. No commitment from you, and no advice from us, personal or generic.
We agree the cost with you in writing before we do any work. Before we provide advice we will agree our charges with you and enter into a fee agreement, so there are no surprises.
We publish our fees. Not all firms do. You can see our full charging structure, including worked examples showing what our fees would mean in pounds on different amounts, on our Pensions & Investments page.
Inheritance tax planning is charged separately, on a fixed-fee basis. The details are set out on our Inheritance Tax Planning page.
Ongoing charges are a percentage of the value of your investments, so they rise and fall with that value. Charges are deducted from your investments, which reduces the amount available to grow, and that effect compounds over time. We will always show you what our charges mean in pounds and pence, not only as a percentage.
You will also pay charges to the platform and fund managers that are separate from ours. We will set those out for you in full.
Where a fee applies to research and recommendation work, it covers the work itself, so it applies once that work is complete whether or not you take the recommendations forward. We will always confirm this with you in writing before starting.
Full costs and charges, with worked examples: Pensions & Investments
Inheritance tax planning fees: Inheritance Tax Planning
This article is for general information and does not constitute personal advice. The value of investments can fall as well as rise and you may get back less than you invested.
The first conversation is free and there is no obligation. Book with whichever adviser is closest to you, or whoever suits. We work with clients across the UK.
Lee Barton (Leicester) | Ian Laker (Tamworth) | Chris Wood (Coventry)
Bosworth Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA firm reference number 805232.
Our advisers are based in Leicester, Tamworth, Coventry and King’s Lynn, and we work with clients across the UK.
The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on your individual circumstances and may be subject to change in future.