We charge our clients a fixed initial fee for our analysis, planning and advice and an optional ongoing service fee.
For more details on any of the below please contact us for a copy of our brochure.
Our initial fee is a fixed £1800.
This fee covers our analysis of your current pensions, savings and investments. Having conducted our analysis we will report whether moving your investments to BlueSphere is suitable for you having compared performance, fees and risk.
We have two simple charging structures.
Investment Review Service
We charge 0.7% of funds under care for our pension and investment review only service. (subject to a minimum £1200)
Full Financial Planning Service
We charge 1% of funds under our care to manage multiple pensions and investments, retirement planning, estate planning and inheritance tax planning. (subject to a minimum £1800)
We want to build a long-term relationship with our clients and are confident that the service we provide will repay that upfront trust, so much so, that we will offer our services free of charge for the first 12 months. For more details please get in touch.
We can also provide one-off pieces of advice.
Fees will be dependant on the level of complexity. We will inform you of exactly how much our fee will be before we carry out any work. An invoice will be issued on completion.