Partnering with Yield is an investment in your financial future
We are a Fee for Service business:
We have been fee for service since inception of the business in 2006. We could see that commissions linked to investments may lead to biased and self-interested advice and for this reason we decoupled our advice from the investment product.
This decision has meant our focus is entirely on our client experience and the value we can provide.
your first consultation is free:
We are confident that our advice represents exceptional value for money and welcome the opportunity to meet with you for an initial consultation at no cost.
Obviously you only want to pay for advice that you see clear value in. Once we have met and developed an understanding of you, we will be in a position to know what advice you will benefit from and in turn, the areas we believe we can help.
We have developed a service calculator which allows us to provide highly personalised quotes that ensure you only pay for the advice you value and want.
As such, our plans range in price depending on the complexity and scope of advice, reflecting the time and expertise that goes into them.
Our fees are transparent and include implementation. You will not have hidden or unexpected additional costs.