Services
Pensions & InvestmentsMortgages & ProtectionEquity Release
About Us
Fees
Contact
Services
Pensions & InvestmentsMortgages & ProtectionEquity Release
About Us
Fees
Contact

Pension & Investment Fees

Below is our fee structure and service propositions for all pension and investment transfers and ongoing management services. All fees are non-refundable.

Initial Fee

3% of fund value up to £100,000*

2% of fund value between £100,001 - £300,000

1% of fund value between £300,001 - £500,000

*we have a minimum initial fee of £715 when setting up a new product, £1430 when advising on 1-3 products or £2145 when advising on 4+ products.

On-going Service Fee

We charge a percentage per annum based on the value of the investment. We offer various on-going service packages of which will be discussed and agreed upon during initial stages.

Pension & Investment Fees

Below is our fee structure and service propositions for all pension and investment transfers and ongoing management services. All fees are non-refundable.

Initial Fee

3% of fund value up to £100,000*

2% of fund value between £100,001 - £300,000

1% of fund value between £300,001 - £500,000

*we have a minimum initial fee of £715 when setting up a new product, £1430 when advising on 1-3 products or £2145 when advising on 4+ products.

On-going Service Fee

We charge a percentage per annum based on the value of the investment. We offer various on-going service packages of which will be discussed and agreed upon during initial stages.