Discounted Pricing
Service Tier 1
| Services | Standard Charges No ongoing service agreement |
Service Tier 1 Discounted Pricing (£125,000-£299,999) |
|---|---|---|
| One-Off Bespoke Investment Recommendations: A one off bespoke investment recommendation typically centered around (but not limited to) structured products or structured deposits to suit your particular needs, investment knowledge, attitude to risk and investment strategy, as well as an analysis of affordability and a personalised report. |
From £2,500 Typically 4.5 hours IFA + 16.5 hours Administration |
From £1,600 |
| Centralised Bespoke Investment Recommendations: For existing clients within our Centralised Investment Proposition we include ad hoc bespoke investment recommendations delivered within our centralised services, this delivers significant charge savings for you as we often recommend the same product to multiple clients. |
N/A | £300 per investment |
| Crystallisation and Income Drawdown: As you approach retirement, we can undertake a review of your current pension plans, alongside your personal financial situation and assess the options available to you, presenting you with a recommendation for how best to meet your individual income requirements. As part of our service, we will assist with putting this plan in place, contacting the relevant pension providers on your behalf and arranging the income payments. |
From £6,000 (Typically 11.5 hours IFA + 45.5 hours Administration) | From £3,500 |
| Education Fees Planning: As you approach retirement, we can undertake a review of your current pension plans, alongside your personal financial situation and assess the options available to you, presenting you with a plan to meet your individual requirements. As part of our service, we will assist with putting this plan in place, contacting the relevant pension providers on your behalf. |
From £2,000 | |
| Non-Investment Insurance: We will provide advice on the most suitable insurance contract(s) for you. This will include a fair and unbiased analysis of the market in relation to all relevant products, gathering quotes from across all market providers and selecting the most appropriate one for your specific and personal needs. |
From £3,000 | From £3,000 |
| Direct Offer Promotions: You may not always require advice to transfer pensions and ISAs held with other providers (e.g. when you change jobs you may wish to consolidate your old company pension) |
From £250 + £50 additional policy | £250 (into an existing wrapper) |
| Cashflow Modelling: Based upon your personal data, cash-flow modelling service to help you understand your current financial position and your future financial position by generating a financial planning forecast. |
From £750 |
From £750 |
| Pension Carry Forward Exercise: Exercise to establish if you have any unused pension contribution allowances from the previous three years and are able to claim tax relief. |
From £750 | From £375 |