Pricing
| Service | 1 Policy | Additional Policy / Plan type |
|---|---|---|
Retirement PlanningRead further detailsRetirement planning can incorporate a review of an existing plan and it’s underlying investments with the aim to ensure it remains the most suitable for your client, or could be the consolidation of multiple plans to update and tidy the financial planning for your client. This service comes with investment comparisons and cashflow modelling to strengthen the advice, in addition to the full suitability letter. | £300 | £50 |
Retirement OptionsRead further detailsAs your client transitions through into retirement, creating a sustainable, tax efficient income is key. We’ll weigh up the options available against your clients individual circumstances, in order to help you plan the path forward. Our reporting also explains the methods discounted and why we recommend one route over another. | £450 | £50 |
Safeguarded BenefitsRead further detailsA hot topic with the regulator and rightly so, ensuring your client receives best advice is paramount, so your planning and client files should also reflect this. Our in house, qualified pension transfer specialists will ensure this complex topic is handled with care and no stone is left unturned. | £500 | £100 |
Investment / SavingsRead further detailsInvestments & savings cover a board range of products, investment options and tax wrappers. Whether your client is investing funds for the first time or looking to review an existing to ensure suitability, we’ll help you cover all angles including tax efficiency, investment horizons and risk, intended use of the funds and a costs & charges analysis. | £225 (up to 3 plans) | £25 |
ProtectionRead further detailsProtection for your clients is usually the answer to questions no. 1 - Will they have enough to retire with? Can they afford their next big purchase? Protection planning and ensuring they have enough to cover off immediate or longer term liabilities is also vital. We have access to quoting tools covering off everything from Term Assurance to Gift Inter Vivos. | £175 | |
Cashflow modellingRead further detailsComplimenting your advice process with cash flow planning has not only become popularized, but an essential tool when justifying not only your advice, but the fee’s you charge. We can also stress test at critical points in the planning process, covering off all manner of what if’s. | £200 | |
Bespoke PlanningRead further detailsFor higher net worth clients, those with some less mainstream investments or if you require a combination of the above services, we’re always happy to quote you on a case by case basis to ensure all your needs are taken care of. | Contact for quote | |
Annual ReviewRead further detailsWith MiFID II in full flow, periodic assessments of suitability, along with ongoing adviser charges, have taken centre stage. It’s essential that the advice you have provided remains suitable for your clients - Our annual review reporting ensures you remain compliant. | £150 |
Retirement Planning
1 policy = £300
Additional Policy/Plan type = £50
Read further details
Retirement planning can incorporate a review of an existing plan and it’s underlying investments with the aim to ensure it remains the most suitable for your client, or could be the consolidation of multiple plans to update and tidy the financial planning for your client. This service comes with investment comparisons and cashflow modelling to strengthen the advice, in addition to the full suitability letter.
Retirement Options
1 policy = £450
Additional Policy/Plan type = £50
Read further details
As your client transitions through into retirement, creating a sustainable, tax efficient income is key. We’ll weigh up the options available against your clients individual circumstances, in order to help you plan the path forward. Our reporting also explains the methods discounted and why we recommend one route over another.
Safeguarded Benefits
1 policy = £500
Additional Policy/Plan type = £100
Read further details
A hot topic with the regulator and rightly so, ensuring your client receives best advice is paramount, so your planning and client files should also reflect this. Our in house, qualified pension transfer specialists will ensure this complex topic is handled with care and no stone is left unturned.
Investment / Savings
1 policy = £225 ( up to 3 plans )
Additional Policy/Plan type = £25
Read further details
Investments & savings cover a board range of products, investment options and tax wrappers. Whether your client is investing funds for the first time or looking to review an existing to ensure suitability, we’ll help you cover all angles including tax efficiency, investment horizons and risk, intended use of the funds and a costs & charges analysis.
Protection
1 policy = £175
Read further details
Protection for your clients is usually the answer to questions no. 1 – Will they have enough to retire with? Can they afford their next big purchase? Protection planning and ensuring they have enough to cover off immediate or longer term liabilities is also vital. We have access to quoting tools covering off everything from Term Assurance to Gift Inter Vivos.
Cashflow Modelling
1 policy = £200
Read further details
Complimenting your advice process with cash flow planning has not only become popularised, but an essential tool when justifying not only your advice, but the fee’s you charge. We can also stress test at critical points in the planning process, covering off all manner of what if’s.
Bespoke Planning
Read further details
For higher net worth clients, those with some less mainstream investments or if you require a combination of the above services, we’re always happy to quote you on a case by case basis to ensure all your needs are taken care of.
Annual Review
1 policy = £150
Read further details
With MiFID II in full flow, periodic assessments of suitability, along with ongoing adviser charges, have taken centre stage. It’s essential that the advice you have provided remains suitable for your clients – Our annual review reporting ensures you remain compliant.
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