Money MOT Fee Scale

Published / Last Updated on 04/04/2019

Money MOT Fees and CostsMoney MOT Fees and Costs

Our fees are based upon the amount of policies/plans/funds that we review for you after any initial works or advice are complete.  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 4 pricing options, allowing you to save up to 25% on Gold and Platinum services and 50% on Silver service.

Platinum ‘Money MOT’ Service Fees: 

  1. Non Face to Face Paid Upfront - 25% Discount. Part 1 : Fixed Fee (Upfront) - £900.00, Part 2 : Fee per Plan (Upfront) - £165.00.
  2. Non Face to Face Paid On Completion - 15% Discount. Part 1 : Fixed Fee (Completion) - £1,020.00, Part 2 : Fee per Plan (Completion) - £187.00.
  3. Face to Face Paid Upfront - 10% Discount. Part 1 : Fixed Fee (Upfront) - £1,080.00, Part 2 : Fee per Plan (Upfront) - £198.00.
  4. Face to Face Paid On Completion - Standard Fee. Part 1 : Fixed Fee (Completion) - £1,200.00, Part 2 : Fee per Plan (Completion) - £220.00.

Gold ‘Money MOT’ Service Fees: 

  1. Non Face to Face Paid Upfront - 25% Discount. Part 1 : Fixed Fee (Upfront) - £345.00, Part 2 : Fee per Plan (Upfront) - £90.00.
  2. Non Face to Face Paid On Completion - 15% Discount. Part 1 : Fixed Fee (Completion) - £391.00, Part 2 : Fee per Plan (Completion) - £102.00.
  3. Face to Face Paid Upfront - 10% Discount. Part 1 : Fixed Fee (Upfront) - £414.00, Part 2 : Fee per Plan (Upfront) - £108.00.
  4. Face to Face Paid On Completion - Standard Fee. Part 1 : Fixed Fee (Completion) - £460.00, Part 2 : Fee per Plan (Completion) - £120.00.

Silver ‘Full Website Access’ Service Fees:

  1. Yearly Subscription Paid Upfront - 50% Discount. £60.00pa.
  2. Monthly Subscription - Standard Fee. £10.00pm.

Bronze ‘Pay As You Go’ Service:

  1. No Ongoing Service Fee £0.00pa.
  2. Additional Works/Transactional/Instructions/Advice Fees – Quotes provided on request or available online.

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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