financial adviser in dudley

  • A financial advice fee – £1,650, plus
  • An implementation fee – a percentage of the total value of the assets we advise on.

We charge:

  • 50% on the first £150,000 then 1.00% on any amount over £150,000 (subject to a minimum charge of £750).
  • For regular contributions our implementation fee is 1.50% of the expected contributions over 5 years.

Below are examples of how our initial fees could apply:

Investment Value Financial Advice Fee Implementation Fee Total Fee Equivalent %
£50,000 £1,650 £750 £2,400 4.80%
£150,000 £1,650 £2,250 £3,900 2.60%
£250,000 £1,650 £3,250 £4,900 1.96%
£500,000 £1,650 £5,750 £7,400 1.48%
£750,000 £1,650 £8,250 £9,900 1.32%
£1,000,000 £1,650 £10,750 £12,400 1.24%

 

Monthly Contributions Financial Advice Fee * Implementation Fee Total Fee
£300 £1,650 £270 £1,920
£500 £1,650 £450 £2,100
£1000 £1,650 £900 £2,550

* Where monthly contributions are included as part of a lump sum or transfer recommendation - a single financial advice fee is payable only.

1.00% p.a of the value of funds under advice, minimum £1,000.

I found working with Tim Veiro from TKV Financial Management very reassuring and I was at ease understanding everything Tim spoke about my pension planning. He did all the work at a nice gentle pace and advised me on what was happening at each stage. I would recommend Tim and TKV to anyone seeking retirement pensions planning. Very professionally organised, it was a pleasure to be guided throughout from start to finish by Tim.

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