| 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 & Pensions | Initial 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 Only | 2% initial only (min fee £5000) |
| Regular Contributions Only | 20% of 1st year’s contribution (min fee £250) plus 1% pa ongoing fee |
| Income Drawdown Plans | |
| Drawdown | Initial 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 Annuity | 1.5% of annuity purchase price (min fee £500) |
| IVPP / OMO# – Medically Underwritten Annuity | 2.0% 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