Fees.

We provide expert pension plans and ongoing advice.        Here are our service costs.

Assessment

We review your pensions and provide individual advice from one of our pension advisers.

Free with no obligation – One of our regulated advisers will discuss everything with you on a phone call then send you a suitability report.

Switching Fee

Up to 3% of your pension fund (e.g £50,000 fund would be a fee of £1,500) – We only recommend switching your pension if it’s in your best interests.

Ongoing Advice

We can provide ongoing advice to ensure your pension continues working hard for you.
Our fee for ongoing advice is only 1% per annum from your pension fund (e.g £50,000 fund would be a fee of £500) – You decide whether to take this and have the option to switch this off at any time.

Adhoc or Administration

Any other Adhoc Advice or Administration will be fee of £250.00 per hour