Menu of Fees
Investment Reports |
Prices from |
|---|---|
| Investment report & recommendation | £275 |
| Portfolio restructure & recommendation | £325 |
| Asset Allocation Model | £ 75 |
| Multimanager Strategies | £ Nil |
The Truth About Money Report |
Prices from |
|---|---|
| Truth™ Financial Planning Report | £350 |
| Target based financial planning (per calculation) | £ 50 |
Retirement Options Reports |
Prices from |
|---|---|
| Generic Options Report only | £200 |
| Report and Recommendations | £300 |
Inheritance Tax Planning Report |
Prices from |
|---|---|
| Generic Options Report only | £200 |
| Report & Recommendations | £300 |
Pension Transfer Reports |
Prices from |
|---|---|
| Defined Contribution | £250 |
| (additional schemes/policies) | £ 50 |
| Defined Benefit) | £ POA |
Suitability Letters |
Prices from |
|---|---|
| Per Product | £125 |
