Menu of Costs

We pride ourselves in offering a transparent and fair charging system for the advice and services we provide.

The initial consultation and fact-find meeting is at our expense.

We will agree with you in advance how much you will pay for the work we undertake on your behalf, for any investments you make and for the ongoing advice and service that we provide.

You have the option to choose the implementation fee via:

  • A fixed fee agreed at the outset
  • A percentage of the amount you are investing
  • A combination of these options

Research will include looking at the various payment options to determine the most cost effective method of payment.

‘Advice Protection’ relates to the things that Mercia Financial Planning contributes towards, primarily for your peace of mind and protection. This includes items such as our Professional Indemnity Insurance, our Financial Conduct Authority fees, contributions to the Financial Services Compensation Scheme and payments to compliance services and support. As a result, you will see that our on-going fees are based on a percentage as that is how we are charged as a firm to operate each year.

To request pricing, please fill out the form below:-

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