We appreciate that sometimes you may be looking for help in a specific area on a one off / ad hoc basis. For example, you may just want us to review your current pension plan(s) to provide a snapshot of your current retirement provision, or you may want to review your current Inheritance Tax liability. You may just want a second opinion on advice you have received elsewhere, or you may be nearing or at retirement and want help considering your retirement options. Our charge will be based on the amount of work required to meet your needs and agreed in advance. This would be based on the hourly rates outlined below:
| Time type | Hourly charge |
|---|---|
| Adviser time | £360 per hour |
| Paraplanner and research time | £150 per hour |
| Administrator time | £85 per hour |
