Our Pension & Investment Advice Fees

Pension and Investment Fees

Pension and Investment Fees: Initial setup fee of 1% of the amount invested, capped at a maximum initial fee of £2,500* i.e. no charge on any amount over £250,000 within any 12 month period.
Plus we charge an annual servicing fee of 0.5% of the amount invested, which increases to 0.65% when income is being taken.
We reserve the right to charge a minimum fee of £500 in certain circumstances.

Our fee for the purchase of a property into a pension fund is £2,500 with a £250 annual fee per property.

*Initial fees may be higher and the cap on charges may not apply to very complex cases such as trust involved investments over £1m, where additional charges may need to be discussed and ongoing servicing fees on investments over £1.5M may be reduced dependant on client requirements.

To understand more about the different pension and investment fees click here2

Trusts Fees

Trusts must be registered with HMRC – this can be dealt with directly by the lead trustee at no additional cost or we can offer an outsourced trust registration service for £250 per trust.

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Retirement Annuity Purchase

Our fee for a Retirement Annuity Purchase is 1% of the fund value (minumum Fee £1,000)

We offer some additional valuable assurances

We treat couples as a single entity in regard to the initial fee cap.
We will only charge an initial fee once on monies that we look after for you. ie we will not charge you an initial fee a second time if we feel it is necessary to move the funds to a new provider at some time in the future.

Should you wish to understand the detail of the various additional types of business that we advise on, not mentioned above, or your requirement is specialised in some way, please contact us and we will advise you of the costs.

Book an initial meeting or speak to an adviser directly

Fees - Pension & Investment - phone 16