Hourly Rates   
Office Rate£120 subject to minimum of half an hour
Out of Office Rate£150 subject to minimum of 1 hour plus mileage over 25 miles @ £0.35 per mile
Investment & Pension   
Investment Report£250 to £1,250  
Lump Sum – Investments & PensionsInitial fee
On the first £100,000                          3%
On the next £400,000                         1%
Above         £500,000                         0.5%
Subject to a minimum fee of £1,250
Ongoing fee
Up to £49,999                                     1% pa
£50,000 to £99,999                             0.75% pa
£100,000 to £1,000,000                      0.5% pa
Over £1,000,000                                 £5,000 pa  
Lump Sum Execution Only2% initial only (min fee £5000)
Regular Contributions Only20% of 1st year’s contribution (min fee £250) plus 1% pa ongoing fee
Income Drawdown Plans   
DrawdownInitial fee
On the first £100,000                          3%
On the next £400,000                         1%
Above         £500,000                         0.5%
Subject to a minimum fee of £1,250
Ongoing fee
Up to £49,999                                     1% pa
£50,000 to £99,999                             0.75% pa
£100,000 to £1,000,000                      0.5% pa
Over £1,000,000                                 £5,000 pa   
Annuities   
IVPP / OMO# – Standard Annuity1.5% of annuity purchase price (min fee £500)
IVPP / OMO# – Medically Underwritten Annuity2.0% of annuity purchase price (min fee £750)
  

# IVPP = Immediate Vesting Personal Pension

   OMO = Open Market Option

Other fees may apply in certain circumstances – full written details will be provided where these fees apply.

V10 070323