The charge includes the advice, administration and set up of these products. Our implementation fee will vary based on the amount of time spent on the initial financial plan, it is based on the below hourly charge out rates:
- Adviser £500 per hour
- Associate £300 per hour
- Paraplanner £150 per hour is
- Admin £80 per hour
The implementation fee will be confirmed to you in writing prior to the set up of the financial plan. The fee will be taken from the initial investment, unless otherwise requested to be paid via invoice.