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

Examples of Charges

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 2plan services too. 

 

We have produced 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 and thus can continue to be used and advisers will see fair value assessments and statements for all products. 

100% 
Guarantee

Investment Fees with ongoing service added extra.

Our Initial Fees Are Teared 

 

From             To                        Rate

£0                   £125,000            3.00%

£125,000       £200,000            0.30%

£200,000       £750,000            0.15%

£750,000       £1,000,000         0.10%

Over 1m to be agreed

Investment Fees without ongoing service

Our Initial Fees Are Teared.

 

From             To                        Rate

£0                   £100,000            4.00%

£100,000        £200,000            1.00%

£200,000        £500,000            0.90%

£500,000      £1,000,000           0.80%

Over 1m to be agreed               0.75%

Ongoing fees are based in the level of service which varies. Typical between 0.5% to 1%

 

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.

This includes a new maximum decency limit of 4% initial adviser charge, with a maximum cash equivalent of £25,000.

Investments over £100,000 will be under the decency limit.

 

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.

Independent Financial Advice & Mortgage Brokers

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

Call us Now on  01482 350375 or Sheffield 0114 3087676

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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 (www.FCA.org.uk) under no. 998729. Registered office: 2nd Floor, 37a North Bar Within, Beverley HU17 8DB. Registered in England and Wales Number: 14757948.

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