Our Fees

One fee. Total transparency.

We believe financial advisers should be paid for their strategic advice and not for selling financial products. We spend a lot of time at our expense getting to know our clients and winning their trust. We don’t want to then ruin this relationship with hidden fees or commissions. CMW Financial Services is a fee-for-service company. We charge for designing your Financial Plan, and then we charge for the ongoing management, administration and updating of your investments. These charges are clearly explained to you at our first meeting - and locked in. The ongoing fee is charged monthly and can be cancelled at any time. There are no lock in periods which means you can stop paying us if you no longer need our service. CMW does not receive any third party fees from investments. If we do receive a commission or fee from an investment it will be directly credited back to you.