Service Tier 3
| Services | Standard Charges |
Service Tier 3 |
|---|---|---|
| Centralised Bespoke Product Investment: | From £2,500 | No charge |
| One-Off Bespoke Product Investment: A review of the bespoke investment products on the market e.g., structured products or deposits to find an investment 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 |
| 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 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 £6,000 (Typically 11.5 hours IFA + 45.5 hours Administration) | From £2,500 |
| 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 | From £1,000 |
| 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 | Free life insurance quotes (CIC, life, income protection, family income benefit, mortgage protection) |
| Direct Offer Promotions |
£250 for transfers (into existing wrapper) | No charge for transfers (into existing wrapper) £125 set-up fee for family members |
| 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 £375 |
| 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 £350 + £50 additional policy |