The Cost

It’s very difficult to provide an accurate costing without understanding what your requirements are. Any initial consultation is always free and provides a chance for you to ask any questions and for us to understand your current situation in more detail. We can then outline the charging options.

We offer 3 types of initial fee options:

  • a fixed fee basis – this is agreed up front and covers all the initial advice work and can include the implementation if required.
  • an hourly rate that commences after the initial meeting.
  • an advisor charge based on a % of the funds we are advising upon. This fee can then be deducted from your pension for the advice and implementation.

Our ongoing advice charge options are:

  • an ongoing advisor charge based on a % of the funds we provide ongoing advice upon, or
  • ad hoc reviews as an agreed fixed fee or hourly rate for the work we do as part of a review/ongoing work.

Our client agreement is available to download which goes into more detail or please feel free to contact us to discuss.