What it Costs

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:

  • By an advisor charge taken from the investment.
  • By fee payable by the client
  • By a combination of both of the above

No chargeable work will commence until the client approves the quotation.

Hourly rates:

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.

Examples of charges:

Every case is different and has to be assessed individually, but typically our charges are in the following range:

Service Initial charge
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.

The Abbott Clarke Partnership Ltd is authorised and regulated by the Financial Conduct Authority and entered on the FCA register ( under reference 564807

The information and content of this site is directed at UK consumers only and is subject to the UK regulatory regime.
Registered office: 7 Elmhurst Close, High Wycombe, Buckinghamshire, HP13 6DL Registered in England No. 06667115

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