Inshore Independent Financial Advisers 278 Lymington Road Highcliffe Christchurch Dorset BH23 5ET
Inshore Independent Financial Advisers Ltd is directly authorised and regulated by the Financial Services Authority
How much might our services cost?
We offer an initial 30 minute consultation at our cost. At this meeting we establish what areas of finance you require advice on and agree the fees we will charge you before beginning any work. A fee agreement will be completed and signed by both parties to confirm this and we will tell you if you have to pay VAT. We generally charge a fixed fee calculated as a percentage of funds under advisement or a fixed fee for a general financial report. However in some case it may be relevant to charge an hourly fee.Our typical charges are:
- 3.00% on first £150,000
- 1.75% from £150,001 to £300.000
- 1.50% from £300,001 to £500.000
- 0.50% on £500,001+
Generic Financial Reports
We can also provide general financial reports on a variety of areas for a fixed fee of £750 such as:- Equity Release
- Long Term Care
- Pension Funding
- Options at Retirement
- Investments
- Family Protection
- Business Protection
Ongoing Service
We offer a range of different service levels to all our clients dependent upon their individual needs. Most of our clients have an annual face to face meeting and review with their adviser for which we charge an annual management as follows:
- 0.75% on funds below £250,000
- 0.50% on funds above £250,001