Premier Practice Limited
The First Meeting
The first meeting is at our cost and without any obligation. You can come to our offices in Halesowen or we can meet at your home or place of work. After the first meeting, we produce a short plan which indicates the main areas of advice we can help you with and the fee’s that we would charge.
We charge a fixed fee for the financial planning element, this would include a short to medium term plan and a cashflow to your goal retirement age.
On average this costs £1,295.00 – The fixed fee is from £495.00
Financial Planning – Ongoing advice, meetings and support
We charge 1% of the value of the assets that we have implemented for you.
For example, if the ISA we implemented for you was £50,000 we would charge you £500 per year for our yearly services. If we recommended investing with our wealth management partners for example £200,000 then we would charge £2,000 for our ongoing services to you. If we consolidated three pension plans and the value was £125,000 then we would charge you £1,250.00 per year.
We don’t charge for non-investment assets such as property, cash or cash ISAs
All fee’s are agreed before we start any work for you. VAT may apply to some charges.