Skip to main content

We're here to help you secure your financial future through trusted advice. As part of the process, we will discuss any fees to give you a clear expectation of how much you will pay.

No initial fee

We will not charge you a fee for advice that covers the following:

  • Life assurance
  • Critical illness
  • Income protection
  • Accident, sickness and unemployment
  • Home insurance
  • Private medical insurance

The insurance provider may charge you separately for any particular insurance policy. You will receive a quotation from the provider which will tell you about any fees.

We will be paid commission by the insurance provider, which will be included in the premium you pay to them.

No ongoing fees

There is no fee for the ongoing service we provide, as we will have been paid commission from the mortgage lender or insurance provider at the start of your plan. It is important to ensure your insurance provisions remain in line with your requirements, which may change over time. We would be happy to review this for you should you ask us to.

You can add or enhance levels of service with your adviser if you feel appropriate (usually for an agreed fee)

 

 

Take the next step

We all want a plan in place for our financial future. Let us take care of that for you.

Costs and charges

It’s important for us to be transparent about how much our services cost. At your initial consultation, we will give you a clear explanation of how much you will pay, what service you are paying for, how we’ve calculated the fees, and when you need to pay.

Mortgage advice costs

Mortgage advice covers residential mortgages, consumer buy-to-let mortgages and business buy-to-let mortgages.

Investment advice costs

All investments, either from our core Quilter proposition or the wider market includes ISA's, Bonds, Pensions and Investment accounts.