Advice Fee Calculator

Use our calculator to work out our fees.

During consultation, your independent financial adviser will explain our full terms and conditions. Should you wish to proceed with a suggested recommendation, your adviser will explain the process, timescale, and our charges. In general, you pay for our services based on fees for investments and pensions, commission for insurance, and a combination for mortgages.

Have you invested within the last 12 months?

Investment

To see what we charge for independent financial advice, enter your total intended investment.

For regular saving, use the formula, for example £100pm x 12 x10 = £12,000.

£

Base rate

The percentage output is your advice fee rounded down to the nearest 0.05%, with the equivalent in GBP.

input your investment amount

Base charge

Min £500 / Max £10,000

and then press calculate

Showing my workings out
Hidden: First 100k: £
Hidden: Second 100k: £
Hidden: Above 200k: £
Hidden: Base charge: £
Hidden: Base rate: %
Hidden: Rounding discount: £