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.


Our typical 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. 

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.

*Cap on charges may not apply to more complex cases such as defined benefit pension transfers or complex, trust involved, Investments over £1m, where additional charges may need to be negotiated.

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.