Our Charges

Retirement Planning and Pension fund management

a) Review and written advice regarding existing policy £60

b) Advising and setting up a:-

• Personal/Stakeholder Pension Plan £345
• Self Invested Pension Plan £475
• Executive Pension Plan £600
• Small Self Administered Scheme £750
• Self Invested Executive Pension Plan £750

c) Advice and work in relation to ‘Pension Transfer’ transactions and portfolio construction:

d) Advice and services in relation to additional contributions 1%

e) Advice and services in relation to property purchase via a pension up to £750

f)  Advice in relation to retirment options up to 2%

g) Fees for standard review services and asset management services:

Standard Review Services

a) To deal with and provide any advice necessary regarding existing investments under management.

b) To liaise with your other Professional Advisers as necessary throughout the year.

c) To meet with you to complete an investment review of your Pension Portfolio twice a year to ensure our recommendations remain consistent with your investment objectives and personal circumstances.

All other work charged at hourly rates

• Director/Chartered Financial Planner £150 per hour
• Member, Associate or Fellow of PFA £120 per hour
• Pension Transfer Specialist £120 per hour
• Personal Financial Adviser £100 per hour
• Administration/Review work £60 per hour