Financial Advice Fees and Services Online
Published / Last Updated on 30/03/2021
Financial Advice fixed fees and how we charge our fees.
Transparency of fees is a simple model that many advisers simply do not seem to comprehend, we do:
- Free 30 min consultation
- Provisional thoughts and fees are then sent by email OR you can generate your own fee quote online
- You decide what advice you want and how we work with you
- Fee quotation documents are then issued for your signature or you can proceed/accept/amend/cancel online
- No work is done, no charge is incurred until you are happy. You are in control.
We do not wish to overload you with lots of paperwork if the works involved are non-starters so everything can be dealt with online or by post (your choice).
Do You Need Some Help?
We can either talk through your position and how we can help OR you can create your own fee quotes instantly online.
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Fees & Costs Online Quotes
We will initially send you an email with a description of the work to be done and our proposed fees. To give you choice and enable you to get the best value service for your money, we offer 4 pricing options, allowing you to save up to 25%:
|
Your Options |
Non Face to Face Fee (paid up front) |
Non Face to Face Fee (paid on completion) |
Face To Face Fee (paid up front) |
Face To Face Fee (paid on completion) |
|
Discussions/Meetings |
Telephone/Webcam/Email |
Telephone/Webcam/Email |
Personal Meeting |
Personal Meeting |
|
Advice/Reports |
Telephone/Webcam/Email |
Telephone/Webcam/Email |
Personal Meeting, Hard Copy + Email Copy |
Personal Meeting, Hard Copy + Email Copy |
|
Application Forms |
Telephone/Email/Post |
Telephone/Email/Post |
Personal Meeting, Hard Copy + Email Copy |
Personal Meeting, Hard Copy + Email Copy |
|
Policy Documents |
Post |
Post |
Post |
Post |
|
Discount |
Saving you 25% |
Saving you 15% |
Saving you 10% |
|
New Plans:
- We usually set up new plans on a fixed fee only basis to ensure you receive the maximum fund management charge discount or policy enhancement from the pension/investment/insurance or mortgage provider. Over a period of time this may make or save you hundreds/thousands of pounds in charges that would have been kept/levied by the provider.
Existing Plans:
- CANCEL HIDDEN FEES/COMMISSIONS: We will, where applicable, cancel any hidden commissions or regular trail fees paid to current or previous advisers, again this keeps more money in your 'pot' that would have been paid to your previous adviser.
How other advisers work:
- Many financial advisers charge a % of the value of your investment/pension fund and an ongoing % adviser charge. WE DO NOT.
- % Fees that can be paid this way (old style commission in all but word) range usually from 3% and 7% on the initial fund value plus say a ongoing/trail fee of between 1%pa and 0.5%pa.
WE DO NOT WORK THIS WAY:
- WE WILL NOT BE PAID THESE %s
- WE CHARGE FIXED, ONE OFF FEES
- Contact us and we can email you a fixed fee quote with no hidden adviser fee %s.
- Or produce your own quotes instantly in the fees shop.