Our Fees

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Regardless of the scope of our advice, our financial planning is all about you, your aspirations and your circumstances. In other words, it's highly personal and so is our service.

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

We charge fees for the work that we do and you will always know what we charge in advance of us starting work.

This approach means that you can be sure we are working in your best interest and not the interests of an investment or insurance company who pay commission to solicit investments from advisers. Our principle is not to accept commission as this could lead to ambiguity of advice/service/independence. The fees we charge are dependent on the services you require but fall into 3 categories:

 

Advisory and Implementation Fee 

This fee is agreed with you from outset and covers the detailed financial planning work undertaken to research and analyse your current position and determine what steps you should be taken to help you achieve your planning objectives. This fee entitles you to the ownership of the strategy and covers the cost of our intellectual property, experience and expertise. The specific fee will depend upon the complexity of the advice and the ‘service' being provided. Please contact us and refer to our ‘menu' of charges.

If you are satisfied with our Mortgage advice strategy you can then instruct us to implement your plan and this will be subject to our implementation fee. This fee covers the cost of accurate and timely implementation of the strategy. Our implementation fee (if investing capital) is based on a small percentage of the capital being invested.

 

Ongoing Fee

The fee for providing our ongoing professional Mortgage advice is usually calculated as a percentage of assets under advice. Full details will be provided prior to you engaging us.


For additional details please call:

T S Gill

Sunrise Capital Consultants

0208 518 1124

 

 

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