contact@bluemoonwealth.co.uk - 07970 773456

Blue Moon Wealth
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  • More
    • Home
    • About Us
      • About Us
      • Meet the Team
      • Why Choose Us?
      • Our Fees
      • FAQs
    • Individual Planning
      • Individual Planning
      • Financial Protection
      • Retirement Planning
      • Savings & Investment
      • Tax Planning & Mitigation
      • Wills, Trusts & LPA
    • Who we work with
      • Who We Work With
      • Still Working
      • Planning for Retirement
      • Retiring Now
      • Already Retired
    • Contact Us
Blue Moon Wealth
  • Home
  • About Us
    • About Us
    • Meet the Team
    • Why Choose Us?
    • Our Fees
    • FAQs
  • Individual Planning
    • Individual Planning
    • Financial Protection
    • Retirement Planning
    • Savings & Investment
    • Tax Planning & Mitigation
    • Wills, Trusts & LPA
  • Who we work with
    • Who We Work With
    • Still Working
    • Planning for Retirement
    • Retiring Now
    • Already Retired
  • Contact Us

We’re always open and honest about what we charge for advice and the value our work can provide.

Our Fees

Delivering a personal service

 We know how important it is for an adviser to be transparent and honest. That’s why we’re clear about how we charge, and all fees will be agreed at the first meeting. This allows you to feel safe in the knowledge that there will be no hidden costs along the way. All initial meetings are free of charge as this is where we figure out if we can work together, however any subsequent meeting will be chargeable. 

The value of financial advice

 You can’t put a price on how you feel when you achieve financial freedom. The benefits of having a financial adviser to lead you on the right path are paramount to this, and the fees you will pay when working with us reflect the quality of service that we provide. 

Blue Moon Wealth Ltd is an appointed representative of Corbel Partners Limited, which is authorised and regulated by the Financial Conduct Authority.


Registered in England and Wales. Registered number: 14181768.

  

Registered office address: 290 Mortlake Road, Ilford, IG1 2TF


Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk


The information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.


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