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Investments

Initial Research / Report Fee

£250 to research existing products if applicable.

Implementation Fee Options

Hourly Rate Option:
£145 per hour for adviser + £45 per hour for administration

Fixed Fee Option:
£1,450 per product

Percentage Invested Option:
Up to £100,000 = 3% (min £500)
£101,000 – £500,000 = 1.5%
£500,000+ negotiable depending on amount

Ongoing Review Service

Up to £100,000 = 1% per annum
£101,000 – £200,000 = 0.75% per annum
£201,000 – £1,000,000 = 0.5% per annum
£1,000,000 + = 0.25% per annum

Regular Savings

Initial Research / Report Fee

£250 to research existing products if applicable.

Implementation Fee Options

Hourly Rate Option:
£145 per hour for adviser + £45 per hour for administration

Fixed Fee Option:
£1,450 per product
Percentage Invested Option:
3% of the monthly premium

Ongoing Review Service

Up to £100,000 = 1% per annum
£101,000 – £200,000 = 0.75% per annum
£201,000 – £1,000,000 = 0.5% per annum
£1,000,000 + = 0.25% per annum

Pensions

Initial Research / Report Fee

£250 to research existing products if applicable.

Implementation Fee Options

Hourly Rate Option:
£145 per hour for adviser + £45 per hour for administration

Fixed Fee Option:
£1,800 per product

Percentage Invested Option:
Up to £100,000 = 3% (min £500)
£100,001 – £500,000 = 1.5%
£500,000+ negotiable depending on amount

Regular Premiums = 3% of the monthly premium

Ongoing Review Service

Up to £100,000 = 1% per annum
£101,000 – £200,000 = 0.75% per annum
£201,000 – £1,000,000 = 0.5% per annum
£1,000,000 + = 0.25% per annum

Mortgages

Initial Research / Report Fee

£250

Implementation Fee Options

£245 payable on mortgage offer

Ongoing Review Service

No on-going fees

Protection

Initial Research / Report Fee

No research fee

Implementation Fee Options

No fee – Provider pays commission

Ongoing Review Service

No on-going fees

Equity Release

Initial Research / Report Fee

£395 for research & recommendation report

Implementation Fee Options

Hourly Rate Option:
£145 per hour for adviser + £45 per hour for administration

Fixed Fee Option:
£1,950

Percentage Invested Option:
Up to £100,000 = 3% (min £500)
£101,000 – £500,000 = 2%
£500,000+ negotiable depending on amount

Ongoing Review Service

No on-going fees

Long Term Care

Initial Research / Report Fee

£395 for research & recommendation report

Implementation Fee Options

Hourly Rate Option:
£145 per hour for adviser + £45 per hour for administration

Fixed Fee Option:
£1,950

Percentage Invested Option:
Up to £100,000 = 3% (min £500)
£101,000 – £500,000 = 2%
£500,000+ negotiable depending on amount

Ongoing Review Service

No on-going fees

Auto Enrolment Workplace Pensions

Initial Research / Report Fee

£395 for workforce assessment & employers’ duties report

Implementation Fee Options

Hourly Rate Option:
£145 per hour for adviser + £45 per hour for administration

Fixed Fee Option:
£2,000 – £2,500 depending on product provider chosen

Ongoing Review Service

£50 per month

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