Money MOT Fee Scale

Published / Last Updated on 15/05/2017

Money MOT Fees and CostsMoney MOT Fees and Costs

Fees are based upon the number of policies/plans/pensions/investments.  Services are based upon

  • A FULL Initial Review of your policies/plans/funds followed by
  • An optional ongoing Money MOT service (that can started or indeed cancelled at any time)

Task 1 - Initial (and complete) Insurance, Pensions and Investment Review:  

To research and report on your current insurance, pensions and investment portfolio to include a full review of premiums you pay, the charges, investments returns, values, the funds you are invested in and all their available funds to you with my analysis and recommendations for fund switches, retention or transfer paying particular attention to your attitude towards risk and the current economic climate, We will arrange and handle any/all fund switch instructions.   Our fees are based upon the number of policies/plans/funds that we review

OUR FEES

Non Face to Face Fee

Non Face to Face Fee

Face To Face Fee

Face To Face Fee

No. Policies/ Plans/Funds

(paid up front)

(paid on completion)

(paid up front)

(paid on completion)

1

£450

£510

£540

£600

Up to 3

£600

£680

£720

£800

Up to 6

£900

£1,020

£1,080

£1,200

Up to 9

£1,200

£1,360

£1,440

£1,600

10+

£1,600

£1,700

£1,800

£2,000

 

Saving you 25%

Saving you 15%

Saving you 10%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CANCEL HIDDEN COMMISSIONS: To make sure you receive the maximum management charge discount or policy enhancement from pension, investment and insurance companies we will also, where applicanble, cancel any hidden commissions or regular trail adviser fees paid to your current/previous financial adviser.  Over a period of time this may save or make you many hundreds if not thousands of pounds that will now stay in your funds that would have been paid to a prior adviser.

Task 2 - Ongoing Bronze, Silver, Gold and Platinum Insurance, Pensions and Investment ‘Money MOT’ Review Service:  

To provide regular reviews, research and report on your current insurance, pensions and investment portfolio to include a full review of premiums you pay, the charges, investments returns, values, the funds you are invested in and all their available funds to you with my analysis and recommendations for fund switches, retention or transfer paying particular attention to your attitude towards risk and the current economic climate. We will arrange and handle any/all fund switch instructions.  Our fees are based upon the number of policies/plans/funds that we review.  We believe you should control and have the choice of how all advice including any future money ‘MOT’ advice service be delivered to you and at what cost.  As well as selecting whether you prefer Bronze, Silver, Gold or Platinum service we also give you additional pricing options to get the best value service for your money. There are four pricing options, allowing you to save up to 25%:

Service Options

Non Face to Face

(paid up front

or monthly)

Non Face to Face 

(paid in arrears at end of year)

Face To Face

(paid upfront or monthly)

Face To Face

(paid in arrears at end of year)

Bronze

No Cost

No Ongoing Fee

Pay As You Go

No Ongoing Fee

Pay As You Go

No Ongoing Fee

Pay As You Go

No Ongoing Fee

Pay As You Go

Silver

£10pm or

Save 50% at £60pa

N/A

N/A

N/A

Gold Yearly

(up to 1 policy/fund)

£18.75 pm

or £225 pa

£255 pa

£22.50 pm

or £270 pa

£300 pa

Gold Yearly

(up to 3 policies/funds)

£43.75 pm

or £525 pa

£595 pa

£52.50 pm

or £630 pa

£700 pa

Gold Yearly

(up to 6 policies/funds)

£56.25 pm

or £675 pa

£765 pa

£67.50 pm

or £810 pa

£900 pa

Gold Yearly

(7+ policies/ funds)

£93.75 pm

or £1,125 pa

£1,275 pa

£112.50 pm

or £1,350 pa

£1,500 pa

Platinum Quarterly

(up to 6 policies/funds)

£93.75 pm

or £1,125 pa

£1,275 pa

£112.50 pm

or £1,350 pa

£1,500 pa

Platinum Quarterly

(7+ policies/ funds)

£156.25 pm

or £1,875 pa

£2,125 pa

£187.50 pm

or £2,250 pa

£2,500 pa

How are these services delivered to you?

Discussions

& Meetings

Non Face to Face

Telephone,

Webcam, Email

Non Face to Face

Telephone,

Webcam, Email

Face to Face

Personal Meeting

Face to Face

Personal Meeting

Advice

& Reports

Telephone

Webcam, Email

Telephone,

Webcam, Email

Meeting, Printed + Email Copy

Meeting, Printed + Email Copy

Application Forms

Telephone

Email, Post

Telephone,

Email, Post

Meeting, Printed + Email Copy

Meeting, Printed + Email Copy

Policy Documents

Post

Post

Post

Post

Discount

Saving you 25%

Saving you 15%

Saving you 10%

 

We will discuss and agree the most suitable service level for you because certain policies, pensions or funds may not require ongoing regular reviews.

Money MOT Service

Contact FinancialAdvice.net


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