We have a fixed initial fee of £2500 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, should you wish to implement the advice we have given we will charge £1500.

We also offer an optional ongoing service after implementation.

  • Investment Review Service: We charge 0.75% of funds under care for our pension and investment review only service. Minimum fee of £2000.
  • 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. Minimum fee of £2000.

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.