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Fee Menu


 

 

 

Service

 

 

 

Total Investment

Value

up to £50,000

 

Total Investment

Value

£50,001 and above

 

** Pensions and Investments

 

 

Investments:-

 

  • ISAs, Collective Investments, Investment Bonds

 

 

 

 

 

 

 

 

Pensions:-

 

  • Single Contribution

 

 

  

 

 

 

 




  • Transfers

 

 

 



 

 

 

  

  • Income / Phased Drawdown

 

 

 

 

  

 




 

  • Standard Annuity

  • Investment Annuity

 

 

  

 

 

 

 

 


 

1.25% (min £350)

(a £10,000 investment would cost £350,

a £50,000 investment would cost £625,

for investments up to £28,000 the minimum charge of £350 will apply)

 

 


 

1.25% (min £500)

(a £10,000 contribution would cost £500,

a £50,000 contribution would cost £625,

for a contribution of up to £40,000 the minimum charge of £500 will apply)

 

  

1.50% (min £750)

(a £10,000 transfer would cost £750,

for transfers up to £50,000 the minimum charge of £750 will apply)

 

  



2% (min £1,000)

(a £10,000 drawdown would cost £1,000,

for income drawdown up to £50,000 the minimum charge of £1,000 will apply)

 

  




£600

 

 

 £600

 

 

 

 

 

 

 


1.25%

(a £100,000 investment would cost £1250,

a £200,000 investment would cost £2500)

 

 

 

 

 



 

1.25%

(a £100,000 contribution would cost £1250,

a £200,000 contribution would cost £2500)

 

 

 

 

  


1.50%

(a £100,000 transfer would cost £1500,

a £200,000 transfer would cost £3000)

 







2%

a £100,000 drawdown would cost £2,000,

a £200,000 drawdown would cost £4,000)

 

 

 

 



£600

 

  

1% (min £600)

(a £100,000 annuity would cost £1,000)

 

 

*** Ongoing Service Review

 

  • All Pensions and Investments –   Annual

 

 

 

 

  

  • All Pensions and Investments –  Biennial

 

 

 

 


£250 per year

 

 



  


 

£125 per year

 

 

 

 


0.50% per year

(reviews with a fund value of £100,000 would cost £500, and a fund value of £200,000 would cost £1000 per year)

  

0.25% per year

(reviews with a fund value of £100,000 would cost £250, and a fund value of £200,000 would cost £500 per year)

 

 

  

 

 

* Initial meeting

 

 

 

** Application / Implementation / Completion of Other Services

 

  • Regular Monthly Contributions for Pension / Investment

  • Auto Enrolment - Advice and Implementation

  • Auto Enrolment -Annual Administration Service

 

  • Mortgages - Residential or Buy to Let

 

  • Mortgages – Lifetime / Equity Release

 

  • Protection

 

  • General Insurance (B&C etc)

 

  • Tax Return, Trusts, Execution Only business

 

 

Local meeting within 25 mile radius of our office is at our cost.  Outside this radius, the fee is £250.

 

 


 


£350




£600 + VAT



£600 + VAT

 




£300

 



£500

 


Paid by provider

 



Paid by provider

 


£300

 

 

 

 

*           Fee payable at time of meeting

**          Fee payable at time of application

***        Fee payable at time of review