After an initial telephone discussion, a first meeting is free of charge and usually takes place at the client’s home where all the necessary information will be to hand. At that meeting, we establish the client’s present situation in detail and assess the scope of what needs to be done. We will then be in a position to quote.
For investment or pension advice, clients can normally choose between the following methods of payment:
No chargeable work will commence until the client approves the quotation.
For advice without implementation of lump sum investments:
Director: £135 per hour, assistant: £40 per hour
For advice and implementation of lump sum investments or transfers:
Director: £125 per hour, assistant: £40 per hour plus 0.5% of the amount transferred/invested capped at £1,500
We are not VAT-registered.
Every case is different and has to be assessed individually, but typically our charges are in the following range:
|Pre-retirement planning and review of existing pensions||£500 - £950|
|New pension plan recommendation and implementation||£600 - £950|
|Advice on and implementation of pension transfers to the value of £75,000, in addition to the above||£675 - £1,000|
|Advising on and implementation of an ISA for £15,000||£450|
|Advising on and arranging an annuity costing £100,000||£1,000 - £1,500|
|Advising on and implementation of an income drawdown arrangement involving £100,000||£1,500 - £2,000|
On-going (optional) charges for support and regular review will not normally exceed 0.5% p.a. of the amount under management.