How our fees work
Let’s say you’re retiring with £250,000 in total savings. The initial one-off fee is £499. Our ongoing fee would be 0.4% of your assets – £1,000 per year.
If you have shopped around you will know there is no standard charge for traditional financial advice. We’re confident our fees are great value - but don't just take our word for it. We encourage you to shop around and see for yourself how we compare.
How we keep our fees low
We believe everyone deserves great retirement advice. So we’ve worked hard to make our service as affordable as possible. That’s why we’ve created;
How much does financial advice usually cost?
There is no standard amount that a financial adviser charges. But typically, an adviser will charge a one-off set up fee and an ongoing charge, both based on a percentage of assets they advise on. We’re confident our fees compare very favourably, but we encourage all our clients to shop around.
Is this service for me?
Our service helps those approaching retirement or who are already retired. There are no minimum asset requirements – we believe everyone deserves great retirement advice. Talk to us, and if we don’t think our advice is right for you, we’ll help point you in the right direction and you won’t pay a penny.
Is the advice independent?
Like other advisers, we help you get ready for retirement with a solid financial plan. All our advisers are fully qualified experts in retirement planning. We offer restricted advice, so have chosen to restrict ourselves to Standard Life pensions and ISAs. This way, our clients can access these products at a great rate, and we know them inside-out.