Control and keep your costs down. Purchase time only with a qualified IFA and Chartered Financial Planner for coaching, guidance, generic or focussed advice by the minute or hour. When you see this: = guidance notes/videos in the quotation form to help you complete your fee quotation.
Rate Per Minute: control your costs buying adviser time slots by the minute. This is a non-face to face remote adviser time service designed to save you costly full advice fees.
No need to pay for full consultations, research and full, written advice reports if all you need is a 15 minute 'steer' or guidance or some questions answered. Service provided via:
This is a generic, guidance only service and does NOT constitute a full advice service. We will not make formal recommendations to you. E.g.: If you ask us "What is the best pension/ISA?", you are asking us to recommend a regulated product that then consitutes regulated financial advice and you should not use this service but select one of the full advice services on pensions, investments or ISAs.
Hourly Chargeable Adviser Rate: This is a chargeable financial adviser hourly rate for:
Controlling your costs with adviser time charged by the hour. This is a non-standard adviser time service designed to save you money in billing only for the time that we work for and with you on non-standard works, research or additional administration requirements.
For example:
No need to pay for full, written 'suitability' financial advice reports if all you need is a couple or hours research or guidance or some questions answered. Service provided via:
This is a generic, guidance only service and does NOT constitute a full advice service. We will not make formal recommendations to you. E.g.: If you ask us "What is the best pension/ISA?" or "What do you think I should do with my pension", you are asking us to recommend a regulated product that then consitutes regulated financial advice and you should not use this service but select one of the full advice services on pensions, investments or ISAs.
'AD HOC' REGULATED FINANCIAL PRODUCT ADMINISTRATION, ADVICE OR GUIDANCE WHEN NOT USING MAIN ADVICE SERVICES
This service is for clients that are NOT using our main product area advised services or ongoing, regular Gold or Platinum Money MOT Services and just want ad-hoc advice or administration works on existing regulated pensions and investment schemes charged on an hourly rate rather than per policy.
This service is for clients that do not want a regular servicing arrangement but may need ad-hoc and irregular hourly rate advice and administration for their existing regulated pensions and investments. For example, needing to make withdrawals or the movement of money or funds either internally or externally.
Hourly Chargeable Adviser Rate: This is a chargeable financial adviser hourly rate for:
Controlling your costs with adviser time charged by the hour. This is a non-standard adviser time service designed to save you money in billing only for the time that we work for and with you on non-standard works, research or additional administration for regulated pensions and investments.
For example:
No need to pay for full, written 'suitability' financial advice reports if all you need is a couple or hours research, administration, advice or guidance or some questions answered on specific, existing regulated products. Service provided via:
This does NOT constitute a full advice service. We will make limited formal recommendations to you. This means that it is not generic and is focussed work on specific tasks for specific and named regulated pensions and investments.
This is an ADVISED Service
What is included?
Ad-Hoc Administration Service Fees:
Our fees are based upon the number of hours that will be required to advise on, research and administer. We believe you should control and have the choice of how all policy administration services be delivered to you and at what cost. There are four pricing options, allowing you to save up to 25%.