If you decide to proceed with financial advice provided by our team, you will be charged a fee which is discussed upfront in your consultation call with us. Our table of services can be viewed below.
Retirement Advice Report
Personalised Report & recommendation for those within 6 months of retirement (up to 3 pension pots)
This service does not include Defined Benefit schemes such as final salary.
Our typical charge for this service will be £500.
Retirement Options Report
For those within 5 years of retirement.
Our typical charge is £250.
Pension Tidy Up
A review of either personal and/or previous employer pension schemes and recommendation as to whether it is appropriate to consolidate into new or existing scheme.
Our typical charge is £150 per pension pot.
Defined Benefit Transfer/ Safeguarded Benefits
Report and recommendation as to whether it is appropriate to transfer guaranteed benefits into a new scheme
Our typical charge is £950 per pension pot
Financial Planning MOT
Establish your objectives, your attitude to and understanding of risks, your current plans and investments, undertaking research to identify appropriate plans and solutions, providing a personalised advice report and implementation of agreed recommendations.
Our typical charge for this service will be £1,250 for a single report. For a joint report the charge would be £1,500.
New Investment Planning
New investment Planning report and recommendation for a new product.
Our typical charge is £150 plus £50 per additional product.
Investment Tidy Up Review of existing investment and recommendation to retain or consolidate into new or existing product.
Our typical charge is £100 per investment account.
Protection Planning Report and recommendation on needs and implementation.
Our typical charge will be £250 for the report plus commission from the provider on implementation.
Inheritance Tax Planning
Inheritance Tax Planning Report and recommendation to mitigate IHT liability
Our typical charge is £1,500
Where we are not able to quote or agree a fixed charge, our service will be charged on a ‘time spent’ basis based on the following typical hourly rates:
£250 per hour
Chartered financial planner
£200 per hour
Paraplanner & research analyst
£100 per hour
£50 per hour
We will tell you if you are required to pay VAT.