How much does financial advice cost?

The following are example costs as at 22st May 2018. However, we will always provide a written quote before proceeding with any chargeable work

 

Advice scenario

Typical cost*

Initial MeetingWe do not charge for our initial meeting, this gives us the oportunity to establish if we are able provide the advice you require and produce a quote for the cost of  that advice. As a potential client this gives you the opportunity to meet with us and decide if you are happy to use our services.NIL

General

Initial financial review for a new client from

£2750

Secured benefits advice

Total of all pension funds less than £950,000
Final Salary / secured benefits pension review - 1st scheme
No Life time allowance protections or breaches.
Aditional Schemes

 

£4750
£1500

 

Total of all pension funds greater than £950,00
Final Salary / secured benefits pension review  - 1st Scheme
Additional Schemes


£5750
£1500