Whinchat Financial Planning Ltd

Yorkshire Based IFA with Chartered FCSI, Chartered Financial Planner and Chartered Wealth Manager status

Our Fees


Any request for an initial meeting is free of charge and without obligation on either side. The purpose of this meeting is to help you decide whether we might be the right firm to assist you with your financial planning over the years ahead. We will also discuss how we would be paid for our services if you have instructed us to proceed. We work on a fee basis and we will ensure that you are fully aware of the fees involved, before a commitment is made. Some fees may attract a VAT charge.