Service charges
Our Investment Services and Costs
We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and we will confirm how we can support you in working towards these. We will also discuss the cost and levels, of our services both initially and throughout our relationship with you.
Our Insurance and Protection Services and Costs
Similar to our Investment Services above, we will provide you with a personal and financial review prior to making our recommendation(s) to you. Should you accept our recommendation(s) we will arrange the implementation of these for you, the reasons for our recommendations will also be provided to you in a written report.
We do not charge a fee for our insurance and protection services, as we will normally receive commission from the policy provider. You will not be subject to VAT for this service.
Option 1 – Pre Assessment and Initial Staff Communications
Pre-assessment and documentations for employees. £100 per member
(Minimum £1,250)
Option 2 –Full Administrative Service via Sage & the Pension Module
Pre-assessment and documentation for employees £100 per member
(Minimum £1,250)
Annual ongoing service fee for staging and ongoing assessment via Payroll for all employees
£72 per member pa
Ongoing assistance for company and staff relating to new pension provision and General financial services FOC
Option 3 – Financial Advice only
Ongoing assistance for company and staff relating to new pension provision and General financial services
£30pm per annum per member (Maximum £100pm)
Bespoke Additions
Service |
Cost |
|
Seminar |
£1000 + venue costs |
|
Pre-implementation meeting with individual employees |
£25 per member |
|
Minimum 3 monthly meetings with company or at company request |
£500pa |
|
Periodic advice surgery – Monthly |
£2,000pa |
|
Periodic advice surgery – Quarterly |
£1,000pa |
|
Periodic advice surgery – Half Yearly |
£500pa |
|
Set Up company individual email addresses |
£POA |
