Below is our fee structure and service propositions for all pension and investment transfers and ongoing management services. All fees are non-refundable.
3% of transfer value up to £250,000*
2% of transfer value between £250,001 - £500,000
1% of transfer value between £500,001 - £750,000
*we have a minimum initial fee of £1495
1% of fund value per annum*
*minimum on-going service fee of £500 per annum
Below are our fixed fees for using our mortgage broker services. All fees are non-refundable. In addition to the fees outlined below we also earn commission from the mortgage lender for acting as the intermediary on your behalf. All fees and commissions will be outlined in your mortgage illustration.
£495
Whether you're purchasing your first property or expanding on your buy to let portfolio, the above fee is fixed for all purchase transactions. £295 will become payable on application (after we've had a Decision in Principle approved by the lender) and £200 on offer.
£295
Our fixed remortgage fee is payable on application.
No Fee
To be completely transparent, managing a product transfer on your behalf is a very simple task for us and one that we would not feel comfortable charging a fee for.
Below are our fixed fees for using our mortgage broker services. All fees are non-refundable. In addition to the fees outlined below we also earn commission from the mortgage lender for acting as the intermediary on your behalf. All fees and commissions will be outlined in your mortgage illustration.
£495
Whether you're purchasing your first property or expanding on your buy to let portfolio, the above fee is fixed for all purchase transactions. £295 will become payable on application (after we've had a Decision in Principle approved by the lender) and £200 on offer.
£295
Our fixed remortgage fee is payable on application.
No Fee
To be completely transparent, managing a product transfer on your behalf is a very simple task for us and one that we would not feel comfortable charging a fee for.
£995
Our Equity Release fee includes advice, research and application management. It is payable on completion of the transaction and is non-refundable.
No Fee
We do not charge a broker fee for protection applications, however we do earn a commission from the protection provider. Commission amounts will be detailed in your protection illustration.
£995
Our Equity Release fee includes advice, research and application management. It is payable on completion of the transaction and is non-refundable.
No Fee
We do not charge a broker fee for protection applications, however we do earn a commission from the protection provider. Commission amounts will be detailed in your protection illustration.
Need Financial Planning Limited is an appointed representative of Invicta Financial Solutions which is authorised and regulated by Financial Conduct Authority.
Registered in England & Wales , Registered No. 10901658, Registered Address 123 High Street, Broadstairs, Kent, CT10 1NQ.
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