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Pricing & Service Proposition 2017-09-05T11:27:03+00:00

OUR PRICE GUIDE

We offer a competitive, fee-based price for our services, set out below.

Service

  • First Consultation
  • Lump sum investment/pension up to £75000
  • Lump sum investment/pension between £75,000 and £150,000**
  • Lump sum investment/pension between £150,000 and £350,000
  • Lump sum investment/pension between £350,000 and £500,000
  • Lump sum investment/pension above £500,000
  • Additional fees for all ad hoc investment/pension work ***
  • Group Pension Schemes
  • Regular premium savings/pension

Initial Fee

  • 1 hour free
  • 4% of initial investment e.g. e.g. £50,000 investment = £2,000 fee
  • 3% of initial investment e.g. £100,000 investment = £3,000 fee
  • 2% of initial investment e.g. £200,000 investment = £4,000 fee
  • 1.5% of initial investment e.g. £400,000 investment = £6,000 fee
  • 1% of initial investment e.g. £800,000 investment = £8,000 fee
  • £175.00 per hour
  • Fees vary. All fees to be negotiated in advance
  • % of regular premiums in accordance with funds value as per above table e.g. £100 p.m. saving on a fund value of £50,000 would incur a monthly fee of £4 (4%)

Ongoing Fee

  • n/a
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • All fees to be negotiated in advance
  • Fees vary. All fees to be negotiated in advance
  • 0.75% of fund value annually (paid monthly)*
** Any additional lump sum contributions will incur a fee levied within the fee bracket that the investment/pension resides within
*** The type of work Additional fees for all ad hoc investment/pension include examples such as additional work for the purchase of commercial property within a Pension, an additional client meeting in the calender year

The fee charged to you will depend on the amount you invest and how long you invest, for example:-

  • If you invest £10,000 in an ISA the initial fee will be £400 together with approximately £75 every year
  • If you pay £200 per month into a pension over 25 years the fee payable would be £8.00 per month and an additional 0.75% of the fund value paid monthly

OUR SERVICE PROPOSITION

Whilst each customer’s requirements may be different, we strive to offer the same excellent service to each and every one of our customers. This includes:

Service Proposition Schedule Details of Sevice
Annual statement of holdings
24 hour access to your portfolio via your own personal client web-site
Secure messaging and updates
Access to all information on mobile devices
Access to our support team
Professional expertise and governance embedded into our investment processes
Regular Portfolio Rebalancing
Regular Valuations
On-going Expert Support  
On-going access to your adviser
Review Meetings including:
Review of Objectives
Review of Risk Profile
Review of Asset Allocation
Review of Tax Changes
Updates & Valuations
Liaise with Accountants of Required
Estate Planning
If you’d like to speak to a Financial Adviser call us on 02380 981161 or send us an email at info@2020financial.co.uk