David Ball
As a starting point we offer a Free Consultation to discuss your needs and objectives. Contact us on 0845 3473731 to arrange a meeting or for further information on our fees.
We are upfront
about the work we do. Our goal is to provide impartial advice, without the
influence of commissions or sales targets. With this in mind our services
are available on a fee basis. This has two clear benefits:
• Confidence
that we are recommending the best course of action.
• Peace of mind
that we are not influenced by which product provider pays the most commission.
Please find below details of our standard fees.
Advice
| General Financial Health Check | £495 plus VAT |
| Pension Transfer Review Service | £495 plus VAT |
| Specific Review e.g. Existing Investments | £495 plus VAT |
Investments
| Initial Fee | Amount Invested |
| 3% | On first £100,000 |
| 2% | On next £400,000 |
| 1.5% | Above £500,000 |
Examples of this fee tariff in practice are as follows:
| Amount Invested | Initial Fee |
| £100,000 | 3% |
| £250,000 | 2.4% |
| £500,000 | 2.2% |
| £1,000,000 | 1.85% |
If you require ongoing reviews and discussions
with your advisor and investment manager, we will receive a trail income,
typically 0.5% of the value of the investments at each anniversary date.
(VAT is chargeable in addition where appropriate)
Boolers SIPP Focus
Boolers SSAS Focus
Due to the highly individual and specific nature of corporate business, remuneration is negotiated on a case by case basis to suit each company’s requirements. Please contact us if you wish to discuss your specific circumstances.
For more detailed information please refer to our Client Agreement.
