Client Investment Access
Contact
07541832527
Fees & Charges
Initial Call - at my expense
Initial Meeting - at my expense
Research & Recommendation - at my expense
Setup - 3% of investment/pension/applicable transfer(s)
Ongoing Service - 1% of assets
Product providers and fund charges are separate and depends on which solution(s) are used.
This is where your pension or investments are held. Providers vary in how they structure their charges.
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Fees are largley influenced by the size of your investment, on a sliding scale
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Depending on your personal requirements, specific needs may result in a more expensive platform
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Your life phase (accumulating or drawing down) will affect what you pay
Platform
Depending on your investment strategy, the overall cost is influenced by the fund charges.
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This can range from 0.20% to 0.80%
Investment Strategy
The fees you will pay for my advice. This is broken down into initial one-off fees and ongoing service fees
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Initial Fees: 3% of lump sum investments or transfers
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Ongoing Service Fees: 1% of the funds I manage
For larger investments or transfers, a tiering approach will apply depending on complexity. This will apply both to the initial one-off fee and ongoing service fee.
Adviser Fees
Your Information Transformed Into Future Planning.
A Different Approach to
Financial Planning
With a calm, non-judgmental approach, I blend financial expertise with coaching techniques to create a space where clients feel truly heard and supported.
My advice is always tailored to their values and life stage, helping them gain clarity and confidence in their decisions.
What My Clients Say
A. Taylor
Trust, honesty and emotional intelligence is vital when it comes to financial planning. And that’s exactly what you get from Ben.
Ben has been our trusted planner for several years now and he has been superb, making us feel in control of our future.
If you want someone you can rely on to give advice, guidance and support with your finances, Ben is your man.
L. Grey
I was introduced to Benjamin through a recommendation and I am very glad I reached out.
Benjamin explained my options clearly and thoroughly, taking the time to answer my questions in a patient and supportive way. He has a calm, professional approach and made complex topics easy to understand, without ever making me feel out of my depth.
I felt well supported throughout the process and would happily recommend Benjamin to anyone looking for clear, considered and professional financial advice.
Your Journey to Financial Clarity
Discovery
During the initial consultation, we discuss your financial aspirations and set clear, achievable goals tailored to your unique circumstances.
Fee: At my expense
Research
Based on your goals, we develop a personalised financial plan to achieve your goals which may include pension, investment and insurance advice.
Fee: At my expense
Set Up
Once you are happy with your plan and recommendations, we'll take care of all the paperwork and liaise with any product provider.
Fee: 3% initial one-off fee
Example: £100,000 investment
Fee: £3,000
Ongoing Support
Ongoing support is crucial. It includes an annual planning meeting to review the past year and looking forward at the future. It's an optimal opportunity to raise concerns and review your financial plan.
Fee: 1% of the value of your investment deducted monthly.
Example: £100,000 investment
Fee: £1,000 per annum
Approx: £83 per month
IMPORTANT INFORMATION
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual's unique circumstances.