Transparent Charges

It is important to understand that our role is as an intermediary. We make sure that you have the right financial products when you need them. We scour the market top to bottom for investment products and funds, residential and landlord mortgages, insurance products, wills and powers of attorney, not forgetting taxation and trusts.

 

We offer two seperate services: Financial Planning and Investment Management

 

You can work with us on a transactional basis. In which case we look at the specific job and charge a fixed fee. Our advice costs £250 per hour and typical project fees are.....

  • £345 for research and analysis on existing investment products and to explain the options that are available to you
  • £750 for a new pension / flexi-access drawdown, ISA or general investment product
  • 0.75% for building a portfolio
  • 0.75% for on-going management of your portfolio (discounted to 0.50% for portfolios worth £400,000 or more)
  • £875 for new purchase mortgage plus the commission from the mortgage company (normally equivalent to 0.35% of the loan amount)
  • £475 for a remortgage plus the commission from the mortgage company (normally equivalent to 0.35% of the loan amount)
  • £287 for mirror wills and £187 for a single will
  • £260 for Lasting Power of Attorney 

You can become part of the family! When a client seeks our long term counsel and guidance we set a fixed monthly fee. In this case you don't pay any project or hourly fees, you just pay a monthly retainer fee and you have unlimited access to use (and abuse!) us. Monthly fees range from £37 per month to £400 per month (depending on the complexity of your affairs).

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