Cost of Services
Here at SLG Financial Solutions we believe you should have the opportunity to get to know your financial adviser before having to commit to paying for their services. Therefore, we are happy to provide you with a free consultation without obligation.
Pensions & Investments - One off Advice
Our fee for a one-off piece of advice is based on the initial investment/transfer amount. (Subject to a minimum fee of £595)
£0 to £99,999 1.00%
£100,000 to £149,999 0.80%
£150,000 to £249,999 0.60%
£250,000 to £499,999 0.40%
For example, if the sum concerned was £150,000, our initial fee would be £900.
SLG Portfolio Management Service
For those clients who want their pensions & investments professionally managed we offer a portfolio management service. This is an advanced investment discipline, the key objectives of which are sustaining and growing long-term wealth.
We set up an account for you with a market leading provider and we manage the underlying investments on your behalf.
As part of the service you will also have direct access to your own dedicated independent financial adviser who will provide you with ongoing financial advice and who will handle all your account administration.
We do not charge any upfront fees for this service; we simply levy a small annual management fee which is paid monthly and based on the initial investment amount.
£0 to £99,999 1.00% pa
£100,000 to £149,999 0.80% pa
£150,000 to £249,999 0.60% pa
£250,000 to £499,999 0.40% pa
£500,000+ 0.30% pa
For example, if you invested £100,000 our management fee would be 0.80%, which in monetary terms is £66.66 per month. Please note the fee will vary in line with the valuation.
For mortgage advice we charge a fee on £595 which is payable at application stage and is non-refundable. In addition, we will also receive a commission from the lender on completion. We will provide you with a Key Facts Illustration which will detail all the relevant costs associated with the mortgage.
Equity Release Mortgage Advice
We do not charge a fee for our Equity Release advice. However, if you proceed with an equity release mortgage that we recommend we will receive a commission from the lender on completion. We will provide you with a Key Facts Illustration which will detail all the relevant costs associated with the equity release mortgage.
We do not charge you a fee for protection advice. If you take out an insurance policy that we recommend, we will receive a commission from the provider. We will provide you with an Illustration which will outline all the relevant costs associated with the insurance policy.