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Advice Fees

As an Independent Financial Planning firm, our goal is to make receiving independent financial advice transparent, easy and as affordable as possible.

With this in mind, we want to be as up front as we can be regarding our fee structure.

Any Initial Consultation there is no fee. You just need to spend some of your time.

From here, if we agree to work with each other, there could be fees involved which we have detailed below:

Pension & Investment Business:

Our maximum advice fee is £3,750, which is formulated from any pension or investment work by charging 3% up to £125,000. This can be paid from within the invested funds or from your personal bank account.

Setting up a brand new Personal Pension:

£1,000

Setting up a brand new Group Workplace Pension:

£2,000

On-Going Advice Service:

We charge up to 1% per annum of the funds we manage. This can be paid from within the scheme, which is split over a 12 month period.

Pension Tracing Service:

No Fees

Mortgages – All types (Residential, Buy to Let, Let to Buy, Shared-ownership & Limited Company etc):

No Fees

Insurances – Both Personal & Group Schemes:

No Fees

Equity Release:

There is an advice fee which is paid on completion set at £999
Voyage Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

Voyage Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 992319.

Registered office: C/O Vantage Accounting 1 Cedar Office Park, Cobham Road, Ferndown Industrial Estate, Wimborne, BH21 7SB. Registered in England and Wales Number: 10889785
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