Inshore Independent Financial Advisers   278 Lymington Road   Highcliffe   Christchurch   Dorset   BH23 5ET

Inshore Independent Financial Advisers Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Services Authority.

How much might our services cost?

We offer a free initial consultation at which we will agree the rate we will charge before beginning any work. We will tell you if you have to pay VAT. We offer clients the choice of an hourly fee rate, a fixed fee calculated as a percentage of funds under advisement or a fixed fee for a generic financial report. Our typical charges are:

Hourly Fee Rate:

Financial Adviser/Director	£150 per hour
Personal Assistant/Administrator	£50 per hour

OR

Fixed fee for financial planning work calculated as a percentage of funds being advised upon:

• 3.00% on first £100,000



• 1.50% on next £150,000



• 1.00% on next £250,000



• 0.50% on next £500,000



• 0.25% on balance in excess of £1,000,000

The minimum amount of funds being advised upon required for the fixed percentage amount to apply is £50,000. For amounts less than this the hourly rate will apply and a higher annual fee of 1% p.a. will apply.

You may ask us for an estimate of how much in total we might charge. You may also ask us not to exceed a given amount without checking with you first.

Generic Financial Reports

We can also provide generic financial reports on a variety of areas for a fee of £500 such as;

• Equity Release



• Long Term Care



• Pension Funding



• Options at Retirement



• Investments



• Family Protection



• Business Protection