How We Charge

Allen West and Foster believe in being clear and transparent about our charges.

We always offer an initial meeting at our expense. This allows us to meet each other and discuss the advice process, your needs and objectives and our charges and then agree if we are going to work together.

This typically lasts up to 1 hour.

We will then begin the factfinding and information gathering process, risk analysis and agree on the areas of advice to be covered.

After this we will carry out relevant research and analysis and prepare a detailed advice report providing you with our recommendations. A fixed fee of £1500 is chargeable in relation to the advice report.

If you are happy with the recommendations in the report and wish to implement our advice you will pay an implementation fee of 1% of the amount being invested.

We will also discuss whether you require any ongoing advice and services from us and if you do decide to sign up for this the cost is a maximum of 1% pa of the value of the investments, depending on the services selected.

For more details of our charges and of the ongoing services we provide see the document “Client Agreement” in the resources section of this website.

Please note for protection advice (Life Insurance, Critical Illness Cover, Income Protection etc) we are paid by commission and this will be disclosed to you before you proceed with any application. Again for more details see “Client Agreement”.