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Nothing hiding
beneath the surface

It’s important you understand what we charge so we’ve put together this summary to give you a clear picture.

How you pay infographic, independent financial advice

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.

• Insurances

(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

What we do

Advise, Invest
Save, Protect
Workplace Pensions
Ongoing Service
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Why we do it

We get a real boost out of helping people. It's all worthwhile when we see the relief on their faces, after we've worked together...
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How we do it

Everything we do starts at our first meeting, when we sit down, find out what's on your mind and work out how we can help...
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