Our IFA Fees & Services

Schedule a free discovery call with an independent financial advisor

We offer a competitive, fee-based price for our financial planning and investment services

You can find all of our IFA fees set out below. You’ll be given full details of all costs prior to any advice being given. If you’d like a quote please contact us

ServiceInitial FeeOngoing Fee
First Consultation1 hour freen/a
Lump sum investment/pension up to £750004% of initial investment e.g. e.g. £50,000 investment = £2,000 fee0.75% of fund value annually (paid monthly)*
Lump sum investment/pension between £75,000 and £150,000**3% of initial investment e.g. £100,000 investment = £3,000 fee0.75% of fund value annually (paid monthly)*
Lump sum investment/pension between £150,000 and £350,0002% of initial investment e.g. £200,000 investment = £4,000 fee0.75% of fund value annually (paid monthly)*
Lump sum investment/pension between £350,000 and £500,0001.5% of initial investment e.g. £400,000 investment = £6,000 fee0.75% of fund value annually (paid monthly)*
Lump sum investment/pension above £500,0001% of initial investment e.g. £800,000 investment = £8,000 fee0.75% of fund value annually (paid monthly)*
Additional fees for all ad hoc investment/pension work ***£175.00 per hourAll fees to be negotiated in advance
Group Pension SchemesFees vary. All fees to be negotiated in advanceFees vary. All fees to be negotiated in advance
Regular premium savings/pension% 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%)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:

  • check-mark

    Annual statement of holdings

  • check-mark

    24 hour access to your portfolio via your own personal client web-site

  • check-mark

    Secure messaging and updates

  • check-mark

    Access to all information on mobile devices

  • check-mark

    Access to our support team

  • check-mark

    Professional expertise and governance embedded into our investment processes

  • check-mark

    Regular Portfolio Rebalancing

  • check-mark

    Regular Valuations

  • check-mark

    On-going Expert Support

  • check-mark

    On-going access to your adviser

  • check-mark

    Review Meetings including:

  • check-mark

    Review of Objectives

  • check-mark

    Review of Risk Profile

  • check-mark

    Review of Asset Allocation

  • check-mark

    Review of Tax Changes

  • check-mark

    Updates & Valuations

  • check-mark

    Liaise with Accountants of Required

  • check-mark

    Estate Planning