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

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.

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

For a fixed upfront fee for complex / trust / charity or family investments above £1 million, please 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 per annum

Active Service

  • 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 per annum

For a fixed upfront fee for complex / trust / charity or family investments above £1 million, please contact us.

Additional Information

Under current legislation our services are not subject to VAT, but should this change in the future, and where VAT becomes due, we will notify you before conducting any further work.

Other charges

Depending on the services we provide, there may be costs and charges (including taxes), not charged by us, but related to the financial products we arrange for you. These charges may be one-off charges (payable up front) or charges payable on an ongoing basis. For example:

  • Service costs: If your investments are held on a platform (an online investment administration service) or held with a DFM, the platform provider / DFM will make a charge for administering / managing your investments
  • Investment costs: These are the costs relating to the manufacturing and managing of your investments - for example, fees charged by the investment fund manager, costs relating to investment transactions
  • We'll always disclose any third party costs as part of making our recommendations

Aggregated costs and charges

Before we provide you with our advice we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information.

Chartered Financial Planners
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