Paul Davis is an Appointed Representative of Financial Ltd, which is authorised and regulated by the Financial Services Authority. Copyright Paul Davis 2010
Charges
The Rate Card below details charges for the Services outlined in the Services tab. For new accounts, initial commissions are not charged, and any ongoing "trail" commission is offset against the ongoing Annual Charge. Discounts are also applied using "Fund Supermarkets" where suitable, thus offering reductions of up to 5% on the Initial Charges levied by many funds.
Charges can usually be settled through your pension, ISA or Investment, although some existing, older policies may not offer this facility. Alternatively, charges can be settled by cheque, BACS or monthly standing order for ongoing service.
Rate Card
New Clients
New Client Introductory Meeting - No charge
Long Term Service
Annual Advice and Service Charge - 1% of assets
tiered to 0.5% for values over £100,000
Family and Friends Option - combine the values of your family or friend's accounts to benefit from the reduced charge for assets over £100,000
Ad Hoc services payable on completion
Annuity Purchase - 1% of value of fund
Pension Trivial Commutation - £250
Other Advice Meetings - £250
Please note that no investment decisions should be taken based upon the content of this site. Always take full individual advice first. Regulations governing tax rates and investments may change in the future.
No responsibility is accepted for the accuracy or content of external websites. The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK