What will it cost?

Investment advice and pensions

You can choose between two main types of service:

- Pro-active – you pay an annual service charge for us to monitor your investment
- Re-active – simply pay as you go

You can pay by cheque, or our fees can be deducted from your investment/pension (with your agreement).

For full details, please click on the links below:

Client Agreement
Service Proposition

Insurances and mortgages

Generally, the lender or provider covers our fees. However, if your mortgage needs any additional work, you will have to pay an additional broker’s fee of £250. Either way, we’ll let you know in advance.

Service Proposition.pdf223.03 KB
Client agreement.pdf373.31 KB