Core Values

Midwood Consulting understands that the purpose of a financial strategy is to help clients achieve the things they want from life. Our objective is to support clients on their financial journey whilst adhering to our core values.

Our core values define who we are and how we work.

Integrity, transparency, professional excellence, confidentiality, clarity and respect are the values that form the basis of our business.

Fees

We are committed to providing clear, transparent information regarding our advice, services and charges in order to support clients in making informed financial planning decisions.

We pride ourselves in offering excellent value for the services we undertake. Our fees reflect the time and effort we commit to providing our clients with comprehensive financial planning and investment advice.

We offer clients an initial 20 minute consultation with no charge during which we will discuss expectations and requirements, as well as outline how we work and the services we offer. Midwood Consulting and our clients will decide if, and how, we are going to work together and discuss remuneration methods and fee estimates.

For more information regarding our fees and the services we offer, please contact us.