At Retirement Advice Only Analysis Report – Fees payable in advance.  A Defined Contribution Uncrystallised Funds Pension Lump Sum (UFPLS) and associated income/tax advice or a recommendation to not crystallise.

A Defined Contribution Comparison Analysis

  • £500 for funds of less than £75,000, payable from pension lump sum or by a separate fee.
  • £750 for funds of more than £75,000, payable from pension lump sum or by a separate fee. (calculation likely to include loss of personal allowance and additional rate tax)
(Fees paid may be redeemed against the cost of subsequent investment/transfer advice.)

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.