Product/Service Cost
Initial Meeting 45 Minutes No Cost
Fixed Charges
Initial Investment Advice 3% (Min £300, Max £7,500)
On Going Servicing Funds Under Direct Management 1% per annum (Min £300, Max £7,500)
Standard Annuity Purchase 1% (Min £700, Max £3,000)
Impaired Life Annuity Purchase 1.5% (Min £1,000, Max £4,000)
And/Or
Hourly Rate: Adviser £190 per hour
Hourly Rate: Paraplanner £95 per hour
Hourly Rate: Administrator £50 per hour
Pension Transfer & Insurance Advice Available on request

Most remuneration will be subjected to VAT added to all invoices. Fees may be increased annually in line with inflation and general expenses on 1st January. As an Independent Financial Adviser authorized by the FSA, we offer our clients the ability to pay for our remuneration by fees. We cannot charge you a fee before agreement in writing. In addition some insurance products are still able to operate the traditional way where our remuneration is paid by commission which is always disclosed to beforehand.

Product/Service Cost
Initial Meeting 45 Minutes No Cost
Fee Based Work and Attendance at Court - Advisor Fee £190 per hour
Fee Based Work - Paraplanner Fee £95.00 per hour
Fee Based Work - Administrators Fee Fee Based Work - Administrators Fee£50.00 per hour
Pensions and Divorce Single Report or Joint Report £900.00

VAT will be added to all invoices. Fees shall be increased annually in line with inflation and general expenses on 1st January.