Fees and value
How much does a pension drawdown adviser cost?
What to compare when paying for pension drawdown advice, including initial advice, ongoing adviser fees and pension investment costs.
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Fees and value
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Fees and value
What does fee-only financial adviser mean in the UK?
Why fee-only is common US terminology, how UK adviser charging works and what to ask instead.
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Fees and value
Flat-fee financial advisers: fixed fees explained
Understand fixed financial advice fees, what the price covers and when extra charges apply. Compare a flat fee with percentage charging using clear examples.
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Hourly financial adviser fees: costs and minimums
Understand hourly financial adviser charges, estimated hours and minimum project fees. See why the hourly rate alone does not tell you the final cost.
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How much does defined benefit pension transfer advice cost?
Why DB transfer advice can cost thousands, when advice is legally required and what to compare between specialist firms.
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Financial adviser fee tiers: worked examples
See how tiered financial adviser fees work. Compare a rate on each band with a rate on the whole portfolio, and calculate the effective percentage.
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Financial adviser minimum fees: the real percentage cost
A minimum adviser fee can raise the effective percentage you pay. See worked examples and distinguish minimum annual fees from minimum investment amounts.
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Financial advice, platform and fund fees: total cost explained
Separate adviser, platform and fund charges with a worked example. Understand which costs to add together and how to avoid counting a charge twice.
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Retirement adviser fees: what to include in your quote
Understand retirement advice costs, from an initial plan to implementation and ongoing reviews. Use a checklist to request comparable written quotes.
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