How we are paid

On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective client's needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

Paton Wealth Management operates on a fee basis as this is usually the preferred approach of our clients.

This approach means that you can be sure we are working in your best interest and not in the interests of an investment or insurance company who may pay high commission to solicit investments.

Fees will usually be based on time spent and evaluated at a rate per hour calculated to recover our costs.

Our remuneration on fees will be a matter of discussion and agreement, and no charges for fees will be made without prior notification.

For further advice and assistance contact us on 0141 353 5048 or email direct to enquiries@patonwealthmanagement.co.uk

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Paton Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 517403

Paton Wealth Management Ltd
Registered Address:
5 Princes Terrace, Glasgow, G12 9JW
Registered in Scotland, No. SC371354

© IFA Systems Ltd

wealth management in glasgow, independent financial advisers in glasgow, lifestyle planning in glasgow, life goals planning in scotland