To give you an example of our fee structure, a Full Financial Planning Service could look like this:
Complimentary initial meeting
A pre-agreed fixed fee based on your personal requirements, ranging typically from £2,000 to £6,000, which includes an Assessment Service, a Lifetime Cashflow and a Strategy and Portfolio Construction Service
For product specific recommendations, our fees are typically as follows:
Investment and retirement plans – between 1% and 3% of funds invested, typically 3% on the first £100,000, 2% on the next £100,000 and 1% thereafter
Regular savings investment and retirement plans, typically £1,540
Protection plans, typically £1,280
As part of our on track review service, our fees are calculated on the basis of assets under our management, at a rate of 0.85% per annum, subject to a minimum fee of £3,000 per annum.