FAQS

White Swan Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited who are authorised and regulated by the Financial Conduct Authority.

Our fees are detailed in our Terms of Business, however, each individuals’ circumstances are different therefore we are unable to confirm an exact fee before the initial consultation, which is free of charge. When we have learnt of your financial goals, we will advise you of our fee at which point you can decide if you wish to proceed.

Using our experience and qualifications we are able to provide the best advice to help you meet your goals in the most effective manner and make you aware of things you may not know about.

No, fees will only be taken on completion of application. Fees will be taken directly from the product.

Your plan can be reviewed on a quarterly, semi-annually or annually basis depending on the ongoing service you choose.