Financial Advisor & Mortgage Broker in Beverley

        Independent Financial Advisor & Mortgage Brokers  

37a North Bar Within, Beverley, East Riding Of Yorkshire, HU17 8DB

Hull   01482 350375             Sheffield   0114 3087676


This is a hard question to answer. 


Our fees depend on the tailor made plan we design for you. 


We offer our initial telephone conversations and initial meetings at our own expense, so you’re not agreeing to anything before we are able to give you a final cost. 

This is because we don't know how complex your solution may be. 


Our fees are based on the amount you are investing and what solution you are investing into. Normally this would be a percentage of your investment or an agreed set fee. 


You have the option to pay out of a plan you may be transferring or with a cheque from a personal account. We will explain what would be the best way for you to pay any fees to ensure you will have the best price possible and extra costs.

Most of our fees are paid monthly directly from the investments. 


We always agree any fees before we commence any work on your behalf and doesn't matter what  your decision is, we won't charge you to discuss your case with us . 


We don't hide our fees in our web page and we guarantee that we are not beaten in price based on the quality of our research, solution and service.

Fair Value The Consumer Duty brings “fair value” of all products and services to the fore front of all that we need to do when advising customers. This means that not only products and funds need to deliver fair value but all Linkage Financial Solutions services too. 


We have created fair value statements for the services we offer such as ongoing service and our advice fees. 


We have been working behind the scenes to ensure that all products and funds that we use are offering fair value and providers and fund managers have to assess their own products and confirm these as fair value. 


If a product is not deemed to be of fair value, the provider of the product must ensure this is no longer “on sale” so that it cannot be recommended to clients. 


Currently, all products we use are of fair value.


Ongoing fees are based in the level of service which varies. Typical between 0.5% to 1,25% (average 1% per annum)


We reserve the right to charge more or less based on the complexity of the tailored solution and service required.


We agree our fees in advance and we will never charge you without your agreement.


Maximum Hourly rate Adviser £550
Maximum Hourly Rate Administration £175 

Maximum charge of £25,000 (45 hours at £550 per hour.

From To Rate


 £0 to £100,000              4.00%   

£100,000 to £250,000   0.30%

£250,000 to £750,000    0.25%   

£750,000 and above     0.01%



Mortgage Fees



Consultation - At our expense, we don't charge for a chat, coffee or tea!!  


Implementation - The typical fee is £495.00. Paid on application, which will be fully re-funded if you don't exchange contracts due to reasons beyond your control. If you decide not to proceed the full fee will occur. 


Please check for available offers



For Equity Release, Commercial Lending or Second Charge the fees are dependent on the complexity of the case. The typical fee is £1,850.00 


Buy to let mortgage typical fee is £495.00


Existing Mortgage customers are free of re-mortgages.


We reserve the right to charge more or less based on the complexity of the tailored solution and service required.

 i.e. 2nd charges, Credit default etc


We agree our fees in advance and we will never charge you without your agreement.


We also will review your Mortgage Protection and Building & Contents insurance free of charge



Mortgages – Please note your home may be repossessed if you do not keep up repayments on your mortgage. 

Equity Release – This form of lending is most suitable for those over 65, however, it’s possible to do this if you are over 55. It is important to understand that these are lifetime mortgages and to understand their features and risks, you will need to have a personalised illustration. 


Independent Financial Advice & Mortgage Brokers

2nd floor, 37a North Bar Within, Beverley, HU17 8DB

Call us Now on  01482 350375 or Sheffield 0114 3087676

News Letters       

Privacy Policy    Best Execution Policy    Client Classification     Conflicts of Interest Policy    Your guide to making a complaint    Personal Client Agreement

Linkage Financial Solutions Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Linkage Financial Solutions Ltd is entered on the FCA register ( under no. 998729. Registered office: 2nd Floor, 37a North Bar Within, Beverley HU17 8DB. Registered in England and Wales Number: 14757948.

We need your consent to load the translations

We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.