We are a firm of qualified professionals and as such we are remunerated by charging fees.
Our work is based on trust and transparency which includes our charging structure.
The amount we charge is connected to the complexity, and amount, of work you ask us to complete. You will be fully advised of any charges before we carry out any work. During our first meeting we discuss and agree the fees with you.
Paying our fees can be paid in one of many formats, including paying us directly or taken from your investments with your prior agreement or an ongoing combination of both.
Financial Planning Report
We undertake detailed analysis and research to assess your requirements fully prior to formulating and presenting any report and recommendations. We charge a fee for this work.
A Report and recommendation will start from £750 exclusive of VAT.
Financial plan implementation and management
The work required to implement our recommendations is charged at up to 3% of the funds invested (subject to £750 minimum).
For example, our typical fee for advice and implementation of a £125,000 investment utilising ISA allowances and Unit Trust/OEIC is likely to be in the region of £2,500. This might often include transfers and re-registrations as well as investment of new monies, and can be far more time consuming than an investment of new money. We always plan to keep an eye on the timescales and the complexity of a case, in relation to costs and fees and we agree all fees with you in advance.
For ongoing service and reviews we offer various different options, which range in cost and agreed in advance with you.
Any questions about our fee structure please contact us.
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We help you accumulate personal wealth and make your assets work for you so that you don’t have to.
We support you with the complex and daunting financial choices at a stressful time, to make the right choices for you and your family.
Vita Financial Planning Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on 0800 023 4567 or 0300 123 9123.
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