Price and Value: Is your price justifiable?

Free Webinar | 09:30 - 10:15am | Wednesday 26th April 2023

In the Consumer Duty, the FCA requires firms to evidence value.  This doesn’t mean that the ‘cheapest is best’; instead, whatever you charge, you must be able to justify it. 

This webinar will explore the debate around client fees, and offer clear steps to demonstrate value.

What will you learn?

  1. Segmenting your audience. How do you do it, what are their needs, and how do they differ?
  2. Pricing appropriately: fixed fee vs percentage of assets, and how much is too much?
  3. The data-points you need to evidence value for all your clients.

The webinar will be led by Alex Whitson, MD of VouchedFor, who will be joined by Helena Wardle, Partner at Smith & Wardle Financial Planning, and Philip Hanley, Director of Philip James Financial Services. 

Save your place

Any questions? Please contact elevation@vouchedfor.co.uk