BlueSphere offers a fixed initial fee of £1800 for our analysis, planning, and advice services. This fee covers our assessment of your current pensions, savings, and investments. Once our analysis is complete, we will provide a report on whether moving your investments to BlueSphere is a suitable option, considering factors such as performance, fees, and risk.
In addition to the initial fee, we offer two ongoing service options with simple charging structures:
- Investment Review Service: We charge 0.7% of funds under care for our pension and investment review only service, with a minimum fee of £1200.
- Full Financial Planning Service: We charge 1% of funds under our care for comprehensive financial planning services, including multiple pension and investment management, retirement planning, estate planning, and inheritance tax planning. The minimum fee for this service is £1800.
For the first 12 months, we will offer our services free of charge to build a long-term relationship with our clients. We are confident that our services will provide value and repay your trust in us.
For one-off advice requests, our fees will vary depending on the complexity of the request. We will provide a clear fee estimate before beginning any work, and an invoice will be issued upon completion.
For more information, please contact us to request a copy of our brochure.