Cost of Advice

All fees must be clear and transparent - The first meeting is without cost to you the client. After all John may not be able to help!

Therefore he works on a menu system of fixed fees e.g. the fixed cost for advising and arranging a straightforward lump sum is £399.00.

For more complicated scenarios then an agreed fee would be discussed.

FEE EXAMPLES

Advising & Arranging a personal pension from - £500.00

Reviewing existing pension arrangements - £400.00

Retirement Planning - £500.00.

Life Assurance - £250.00.

Lump sum investment planning - 1.0% to 2.00% of amount invested.

Investment advice is about setting achievable goals and preparing a road plan. Thereafter, making adjustments to take care of the unexpected.

What sort of service do you want?

Personal advice - where you are just not a number. Where the advice is not a formula but has a real understanding of your personal circumstances.

Financial advice is as much about managing expectations as helping achiveing them.