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:


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.

Client Agreement.pdf348.63 KB