In-depth consultation

Free

No hidden fees. No obligation.

  • Book a call with an expert adviser
  • Ask an expert questions, for free
  • Evenings and weekends available

 

In-depth consultation

Free

No hidden fees. No obligation.

  • Book a call with an expert adviser
  • Ask an expert questions, for free
  • Evenings and weekends available

 

Setting up and managing your plan

£499 + 0.4%

One-off set up fee + annual charge

  • A personal financial plan for your retirement
  • Support whenever you need it
  • Avoid paying too much tax
  • Enjoy financial confidence in retirement

Setting up and managing your plan

£499 + 0.4%

One-off set up fee + annual charge

  • A personal financial plan for your retirement
  • Support whenever you need it
  • Avoid paying too much tax
  • Enjoy financial confidence in retirement

Investments can go down as well as up and you may get back less than you paid in.

Great advice. Great value.

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:

  • Custom technology that helps our advisers work efficiently
  • A streamlined model with one central team
  • Online and phone support - to fit with your needs

What people are asking us

*Source: International Longevity Centre Advice Report (2017)