Independent financial advice
in Nottingham & the East Midlands

Financial advice fees have traditional set structures and we believe our Pension Advice and Investment Advice Fees are set to one of the lowest structures that you will find in the industry.


The initial fee is 1% (capped at investments over £250,000, so our maximum initial fee is £2,500) plus a servicing fee of 0.5% of the fund value per year (capped above £600,000, therefore our maximum ongoing charge is £250 per month).  

For ongoing investment advice, which includes portfolio and fund research, fund switching, administration, reporting and forecasting,

All our fees are clearly available to see on our website.

Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.