Our unique approach
How we work
Loveday & Partners is very different from other financial advisers. We pride ourselves on the outstanding level of service we provide, and the strong, long-lasting relationships we build with our clients.
Our simple three-step process
1. Complimentary consultation
We discuss your situation and explain how we can help you – at our expense.
2. Getting started
Once we’ve completed our research, we meet you again to talk through our suggestions.
If you are happy to go ahead, we set up your financial plan.
3. Regular review
We check in with you, face to face, typically three times a year, to keep everything on track.
You can also check the value of your funds online 24/7.
Complimentary initial consultation
How we charge
Our initial consultations are complimentary and at that meeting your adviser will give you an indication of the likely cost of the advice specific to you and your needs.
In most cases we make an initial charge for creating and enacting your financial plan, and there will be a charge for providing ongoing advice which will vary, depending on the complexity of your situation. These charges are usually taken directly from any investment portfolio you hold with us, but can be paid directly if you prefer.
We will always provide you a detailed breakdown of all the applicable charges before they become payable.
If you’d like to discuss any aspect of our approach, or how it would work in your case, please contact us and one of our advisers will be happy to chat with you.