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You can contact us on 01633 859555 or [email protected]. Initial meeting is free of charge.

NICHE ETHICAL BROCHURE

NICHE ETHICAL BROCHURE

Introduction

We will always tell you exactly how much you will pay before you agree to proceed with our services.

Our standard fees are detailed below. A set fee may be agreed, depending on your specific circumstances and the complexity of the work involved. The agreed fee may be paid by invoice or provided by an adviser charge from your investment or pension and paid by the product provider, if a product is implemented for you.

We will not receive commission from Investment and Pension companies for any policies we arrange with them.

For Non-Investment Protection and General Insurance, we have the option of receiving commission from insurance companies. Unless otherwise agreed, we will accept this commission in lieu of charging a fee for arranging your insurance product.

Initial Fees

Financial Plan £2,500
Investments up to £500,000 £5,000
Investments up to £1 million £7,500
Investments above £1m Contact us

Annual Service

  • Annual financial planning review/cashflow
  • Quarterly portfolio report (with update call from the adviser)
  • IHT report
  • Tax planning/ investment planning/pension advice
  • Quarterly update call with paraplanner/adviser
£2,500 p/a (subject to change)

Active Service (involved)

  • Two financial planning meetings/including a meeting with the investment manager
  • Complex tax planning (VCT/EIS/Transitional protection)
  • Quarterly portfolio report
  • Full IHT review with report
  • Quarterly update call with paraplanner/adviser
  • Annual call with accountant/solicitor
£5,000 p/a (subject to change)
Chartered Financial Planners
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