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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

What you pay, always depends on what service you choose. The fees are either deductible from your investments or paid directly by you.

• Lump Sum Investments/Transfers- 3% of your investment or transfer*.

• Regular Savings- 20% of the first years premiums*.

• Insurances- we receive commission from the product provider, which pays for our advice*.

• Workplace Pensions- a one off fee of £495 to help you design and set up your scheme. Our Annual Health Check Service, which keeps you up to date with workplace pension changes, is £100 per month.

• Ongoing Financial Planning Advice- annual fee of 1% of the savings and investments we help you look after (subject to a minimum charge of £470), keeping your plans on track.

* Subject to a minimum charge of £970.
For more details have a look at our ‘Client Agreement

What to do next?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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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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