Services & Costs

Independent Advice

We offer INDEPENDENT, UNRESTRICTED WHOLE OF MARKET advice and a range of services to meet varying needs.

We offer a very attractive initial fixed fee charge of £500* for advising, arranging and reviewing a wide variety of Pension & Investment products and services.

Our charges are outlined in the documents below, but it is important for you to know that we offer an Initial Consultation at NO Charge to you. This gives us the opportunity to assess the work you wish us to undertake and agree a specific cost and payment method with you.

*(additional charges may apply for reviewing multiple or more complex pension & investment arrangements).

Services & Costs PDFs

For full details of our service & costs you can download the PDFs below.

iKey Facts: Pensions & Investments

iKey Facts: Mortgages, Equity Release, Life-Time Mortgages & Insurance