"An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."
Our Fees
Upfront and transparent, there are no hidden extras.
Chartered
Independent
How We Charge
Upfront and transparent, there are no hidden extras.
All relationships are built on trust, more so in the financial services industry, where we are advising on personal and business finances. An upfront and transparent approach is critical.
Our initial no cost, no obligation meeting allows us to identify areas where we can be of assistance and ways in which we may be able to assist.
If we do decide to work together, this is the point at which our fees are disclosed and discussed, to avoid any confusion.
Book a no obligation meeting at no cost to you
Strategy Fee
This initial discovery process provides the foundations for a long-term relationship, involving in-depth product research and use of the latest analytical software to review your existing arrangements. We will then put together a bespoke financial plan, tailored around your goals, dreams and specific situation. Where you are happy to proceed with our recommendations, the strategy fee would be replaced by an implementation fee, detailed below.
Implementation Fee
Charged on a tier basis, our implementation fee covers the facilitation of our recommendations including any agreed additions and adjustments. Undertaking what can sometimes be complex transactions; we will keep you up-to-date and inform you of the expected completion dates.
Ongoing Review Fee
We charge a flat 1% of assets under management creating a simplified and transparent ongoing fee structure. This covers an array of options and actions such as regular reviews, strategy updates, meetings and unlimited access to our support team. Many of our clients have been with us for years, nurturing a strong relationship and expert financial advice across a range of different scenarios.
Examples
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| Investment Amount | Charging Structure | Initial Amount Payable | Ongoing Adviser Charge (%) | Ongoing Adviser Charge (£) |
| No Investment | Strategy Fee | £750 | – | – |
| £75,000 | 3% of Investment | £2,250 | 1% | £750 |
| £150,000 | 3% of Investment | £4,500 | 1% | £1,500 |
| £300,000 |
3% of £250,000 + 2% of £50,000 |
£8,500 | 1% | £3,000 |
| £500,000 |
3% of £250,000 + 2% of £250,000 |
£12,500 | 1% | £5,000 |
| £700,000 |
3% of £250,000 + 2% of £250,000 +1% of £200,000 |
£14,500 | 1% | £7,000 |
Minimum Fees
Certain areas of financial planning require additional work to be carried out by Informed Financial Planning.
In addition, these may be deemed higher risk and therefore we have the following ‘minimum’ fees in place:
Implementation Fees
|
Area of Planning |
Minimum Monetary Amount |
|
Drawdown Advice |
£3,000 |
|
Annuity Advice |
£1,000 |
|
Protection Advice |
£1,500 |
|
Auto Enrolment – Implementation of new scheme |
£3,000 |
Book a no obligation meeting at no cost to you