Our charge for setting up a regular premium investment plan is 1.00% of each premium when invested, payable from the investment by the provider as an “adviser charge”.


There is therefore no set up fee for this service. Unless a setup fee is a preferred route in which case this may be negotiated.


Example 1 Initial Fee: if you invest £100 per month, our fee would be £1.00/mth.

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.