01773 712323It’s important you understand what we charge, so we’ve put together this summary to give you a clear picture.
How you pay for our advice
What you pay, always depends on what service you choose. The fees are either deductible from your investments or paid directly by you.
• Lump Sum Investments/Transfers – 3% of your investment or transfer*.
• Regular Savings – 20% of the first year’s premiums*.
• Insurances – we receive commission from the product provider, which pays for our advice*.
• Workplace Pensions – a one off fee of £495 to help you design and set up your scheme. Our Annual Health Check Service, which keeps you up to date with workplace pension changes, is £100 per month.
• Ongoing Financial Planning Advice – annual fee of 1% of the savings and investments we help you look after (subject to a minimum charge of £470), keeping your plans on track.
*Subject to a minimum charge of £970.
For more details have a look at our ‘Client Agreement‘.
If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com
What we do
Advise, Invest, Save, Protect
Workplace Pensions
Ongoing Service
How we do it
Everything we do starts at our first meeting, when we sit down, find out what’s on your mind and work out how we can help…
It’s important you understand what we charge, so we’ve put together this summary to give you a clear picture.
How you pay for our advice
What you pay, always depends on what service you choose. The fees are either deductible from your investments or paid directly by you.
• Lump Sum Investments/Transfers – 3% of your investment or transfer*.
• Regular Savings – 20% of the first year’s premiums*.
• Insurances – we receive commission from the product provider, which pays for our advice*.
• Workplace Pensions – a one off fee of £495 to help you design and set up your scheme. Our Annual Health Check Service, which keeps you up to date with workplace pension changes, is £100 per month.
• Ongoing Financial Planning Advice – annual fee of 1% of the savings and investments we help you look after (subject to a minimum charge of £470), keeping your plans on track.
*Subject to a minimum charge of £970.
For more details have a look at our ‘Client Agreement‘.
If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com
What we do
Advise, Invest, Save, Protect
Workplace Pensions
Ongoing Service
How we do it
Everything we do starts at our first meeting, when we sit down, find out what’s on your mind and work out how we can help…