We believe in fair and transparent pricing for all services offered by Bigmore Associates. You can find information about our initial and on going charges below. If you have any questions about these, please do not hesitate to get in touch.
| Stage One Initial Planning Report (IPR) | Details | Fee |
|---|---|---|
| Level 1 | Regular Premium, lump sum investment and protection | £750 |
| Level 2 | Minimum fee for pension switching and all other work, with the exception of IHT planning, trusts and other specialist services | £1,500 |
| Level 3 | IHT planning and trust work and other complex planning or specialist services | £3,000 |
Initial Planning Reports detail the areas that we are reviewing for you. We reserve the right to charge, based on the complexity for an IPR, if you then don’t proceed with our recommendations or meet our minimum charges.
If you then proceed to FPR and a new product/service is submitted for you, then the FPR tiered charges will apply.
| Stage Two: Financial Planning Report (FPR) | Fee |
|---|---|
| Level 1 | £750 |
| Level 2 | £1,500 |
| Level 3 | £3,000 |
Financial Planning Reports set out the full recommendations and rationale, as well as the technical aspect of the advice.
We will meet at least annually to review your plans, personal circumstances and needs and objectives. Our ongoing charges are noted below.
| Tiers | Percentage of Funds Invested |
|---|---|
| First £0 to £200,000 | 2.00% |
| £200,001 to £400,000 | 1.50% |
| £400,001 to £600,000 | 1.00% |
| £600,001 to £1m | 0.75% |
| £1,000,001 to £2,000,000 | 0.50% |
| £2,000,000 plus | 0.00% |
| Switching plans | Additional £250 per plan |
| Service Level | Assets Under Management | Ongoing Adviser Charge (pa) | Minimum Annual Fee * |
|---|---|---|---|
| Primary | £0 to £250,000 | 0.85% | n/a : Light touch service |
| Lifetime (accumulation) | £250,000 to £500,000 | 0.75% | £1,500 |
| Lifetime (decumulation) | £0 to £500,000 | 0.75% | £1,500 |
| Wealth | £500,000 to £1m | 0.65% | £4,000 |
| Premier Wealth | £1m + | 0.65% | £8,000 |
| Wealth Builders | Below £250,000 | 0.85% | N/A |
*Minimum annual fees will be collected if your funds drop below or go above the next service level and will be assessed at annual review. You may choose to have a higher or lower level of service and the charges will be applied as above.
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