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Cost of advice questionnaire

This survey is being conducted by unbiased.co.uk. All data collected from this survey will be aggregated to respect the privacy and identity of individual responses. Any questions in relation to this survey should be directed to contact@unbiased.co.uk

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1. Do you charge your clients a monthly retainer fee?

Yes

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2. What is the minimum you charge for a monthly retainer fee?

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3. Please briefly outline the service a client can expect to receive for this fee.

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4. How much do you charge for an initial financial review/report?

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5. Thinking of the following services, what is the average you would charge a typical client?

For advice on a £200 a month pension contribution

For converting a £100,000 pension fund into a lump sum and annuity.

For advice and setting up of a £11,000 investment ISA

For investment strategy advice on a lump sum of £25,000

For advice on setting up a stocks and shares ISA

For advice on setting up life assurance policy

For advice on a £300,000 residential mortgage

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6. How much is your hourly fee?

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7. Do you ask that your clients have a minimum amount of disposable money to invest?

Yes

Question Title

1. Do you charge your clients a monthly retainer fee?

Question Title

2. What is the minimum you charge for a monthly retainer fee?

Question Title

3. Please briefly outline the service a client can expect to receive for this fee.

Question Title

4. How much do you charge for an initial financial review/report?

Question Title

5. Thinking of the following services, what is the average you would charge a typical client?

Question Title

6. How much is your hourly fee?

Question Title

7. Do you ask that your clients have a minimum amount of disposable money to invest?

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8. For those who ask their clients to have a minimum amount of money in savings and investments, how much do you require?