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Contact Details

Tel: 01684 580 783
Fax: 01684 891 361

E-Mail: enquiries@balensfinancial.co.uk

The cost of advice

In order to ensure transparency and simplicity we offer fixed fees for our work. This ensures you are paying for the advice you receive rather than the cost being based on your wealth.

You can pay for our fees in one of two ways;

  • Directly to us by cheque or bank transfer
  • By deduction of our fee from your plan.

We will discuss the merits of both options with you.

Our fees are as follows;

Advice Type Work Carried out Fee Charged

Single Investments

Research Market for best provider

Goal Setting and advice.

Discussion on suitable tax wrapper and access requirements

Create Investment Solution

Implement Plan

£750

Pension Transfers

 

Research Existing Plans

Research Market for best provider

Create Investment Solution

Implement Plan

Chase Transfers to new scheme

£1,500

Annuity Purchase

 

Complete Medical Info Form

Research Market for best provider

Explain all types of annuity

Discount other options

Implement Plan

Chase transfer of funds

Ensure first payment is set up

£500

 

Income Drawdown

 

Research Existing Plans

Complete Retirement Options form

Research Market for best provider

Create Investment Solution

Implement Plan

Chase Transfers to new scheme

Set up Income

Set up Lump Sum payment

Ensure payments are made to you

£1,000

 

Stock & Shares ISA

Research Existing Plans

Research Market for best provider

Create Investment Solution

Implement Plan

Chase Transfers to new scheme

£750

Regular premium pension

 

Research Existing Plans

Research Market for best provider

Annual Allowance Check

Create Investment Solution

Implement Plan

Ensure Direct Debit is set up

£750

 

Regular premium Collective Investments

Research Existing Plans

Ensure affordability and acccess requirements

Goal Setting and advice.

Research Market for best provider

Create Investment Solution

Implement Plan

Chase Transfers to new scheme

£750

Regular premium Whole of Life

Calculate sum assured required.

Research Market for best provider

Explain different types of product

Complete Medical Information

Implement Plan

Ensure correct trust is used.

£750