Charges and Fees

A COMPLETE INVESTMENT SOLUTION

MATTHEW SLESSOR WEALTH MANAGEMENT

When you invest through Matthew Slessor Wealth Management you can pay for our advice and the products we recommend in a number of different ways.

Hourly rate
Fixed fee
Adviser Charges
Commission

Our ‘Private Client Agreement’ form and obligations to you are illustrated via the links below, and our advice is completely tailored to your circumstances and nature of work.

We will always agree how your services are to be paid for prior to the advice process commencing, however for pensions and investments in excess of £750,000, Matthew’s preference is to charge a separate fee so to avoid any erosion or drag on investment returns.

Book a no obligation consultation

Mrs Little – Penrith- Jan 23

Matthew has been my financial advisor for a number of years. In that time I have been most pleased with the high level of personal and professional service that he has provided. I have been extremely satisfied with the investments that Matthew has made on my behalf and with the help and guidance that he has given.

Mrs Smith – Dumfries – Jan 23

Clear concise explanations which are broken down into plain English.Very quick responses to questions. Always approachable and gently keeps the process moving to completion. Confirms
that documentation has arrived timeously. Takes the stress out of major financial decisions.

Lynn & Tony Reed – Penrith – Jan 23

We have known Matt and his family for several years now. He first came into our lives through our friendships with his parents, to whom he is very caring. Like many others we are not experts when it comes to managing big decisions about financial affairs. Matt is like a breath of fresh air in this respect. He is completely trustworthy and what is more we even understand what he is talking about! And that’s a first for many people in his profession. He is easy to talk to and answers his phone which is another great personal characteristic and doesn’t happen often these days.

Tony – Wigton – Jan 23

I have relied on Matt to provide financial guidance now for a number of years, mainly around pension planning and retirement income. Matt’s thorough, personalised and pragmatic approach gives confidence in his advice and recommendations and has resulted in peace-of-mind for me and my family. Matt is always professional, contactable when needed, delivers as promised and I unhesitatingly recommended Matt’s services to family and friends.

John and Claire – Carlisle – Jan 23

Matt has a rare combination of a depth of knowledge coupled with a genuine desire to help clients. He has guided us through retirement and clearly thinks extensively about his client’s options explaining concepts in friendly non-jargon manner. His advice has been invaluable to us.

Mr & Mrs Murphy – Carlisle – Jan 23

Matt Slessor has been a financial adviser to my wife and I since 2014. During this time Matt has always been extremely friendly, courteous and keen to ensure that we always know what is happening with our investments. I would not hesitate to recommend Matt to anyone seeking help regarding any financial or investment matters, of which he has great expertise and experience.

Mrs Foster – Penrith – Jan 23

I have known Matt Slessor since 2002 when my husband died and I needed financial advice on the best way to invest my money. His advice was so useful during a very difficult time and the various products suggested all made money. We have kept in touch over the years and more recently he has been advising me on the avoidance of Inheritance Tax. The products he has taken out have again made improvements in the markets and hopefully I should be IHT free in 2/3 years. He has moved from Banking to Accountants and has finally gone into business for himself, so I wish him every success for the next stage of his business life.

Alistair – Dumfrieshire – Jan 23

I wanted to seek out an adviser to bring some structure to my financial affairs, over the longer term I don’t want to leave problems for the family to sort out. Matthew initially provided pension advice but more latterly a review of our finances was carried out. The pension is with a good company and even with the market movements is still making progress. Dealings with Matthew have gone smoothly and efficiently.

Mrs Wilson – Carlisle – Jan 23

I was introduced to Matt through a close friend as I needed advice with a Lasting Power of Attorney. I am looking after a family members financial portfolio and wanted some advice. Before meeting Matt, I was confused and overwhelmed as I had no understanding of investments or the rules and responsibilities of being an attorney. Matt was patient, clear and explained everything to me in a language I could understand. I now feel more empowered and confident that I can cope with everything and know that now I have Matt looking after me I will be in safe hands.

Book a No Obligation Consultation

Matthew Slessor Wealth Management is a trading name of Matthew Slessor Wealth Management Limited which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Matthew Slessor Wealth Management Limited is entered on the FCA register (www.FCA.org.uk) under no 989551. Registered office: 22 Mayfield, Carlisle, Cumbria. CA2 4SS. Registered in England and Wales Number: 14470433

Best Execution l Client Classification l Privacy Policy l Conflicts of Interest l Complaints Policy l Client Agreement

01228 550440

07368 644046

matt@matthewslessorwealthmanagement.co.uk