It’s important you understand what we charge so we’ve put together this summary to give you a clear picture.
How you pay for our advice
• Workplace Pensions
Helping you Design your Workplace Pension – a one off fee of £495.
Annual Health Check for your Auto enrolment Scheme and keeping you up to date with Workplace Pension changes – £100 per month, beginning three months after you employ our services.
(such as life assurance and illness cover)
We receive commission from the product provider which pays for our advice*.
• Lump sum investments/transfers
Our fee is 3% of your investment or transfer*.
• Regular savings
Our fee is 50% of the first years premiums*.
* Subject to a minimum charge of £470.
Ongoing Financial Planning Advice (e.g. individual retirement planning, protection, investments, tax planning, etc)
The future can bring uncertainty. We can visit you on a regular basis, to make you aware of any changes that could affect you and your plans. We’ll recommend actions you can take to help you stay on course and help achieve the things that are important to you.
Our annual fee for this service is 1% of the savings and investments we help you look after.
The charges listed above can be deducted from your investments or paid directly by you.
For more details have a look at our ‘Client Agreement’ and ‘Which Service is Right for You’.
To find out if we could help you achieve what’s important to you, call us on 01773 712323 or email us at firstname.lastname@example.org