Services & Fees

We offer a full financial planning service, for which a fee is payable.

It is important to note that no fee will be charged at your first meeting, as our firm will meet the cost of this meeting. Following on from our first meeting, there are various fee options available and you can choose which is most suitable for you. The range of charges are as follows:

  • For new investments an initial fee of 3% of the amount invested is chargeable. This figure can be reduced for larger cases. This amount is deducted from the investment, so no cheque is required.
  • To provide our financial planning service (with cashflow planning INCLUDED), a fee of 0.85% of the fund value per annum is chargeable, which is deducted on a monthly basis from the funds. There is a minimum annual fee of £1000 for this service.
  • To provide our financial planning service (with cashflow planning EXCLUDED), a fee of 0.85% of the fund value per annum is chargeable, which is deducted on a monthly basis from the funds. There is a minimum annual fee of £250 for this service.
  • For protection business (life cover, critical illness cover and income protection) a commission is received so no fee is chargeable.
  • Our "pay as you go" service is charged at £125 an hour.
  • For Wills and Lasting Powers of Attorney (LPAs), set fees are chargeable. Wills start from £195 and LPAs from £175.
  • For our Trust Service, prices vary dependent on type of trust used.
  • We do NOT charge for sending you letters, talking to you on the phone and answering your emails. You can talk to us for as long as you like without worrying about whether the clock is ticking and you are running up a big bill.
  • 01803 60 67 66    Send Online Message
    Privacy Policy
    PFS Logo
    © Copyright 2018 Browning Financial Planning Ltd, Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.
     
    Your local financial adviser for Torbay, Torquay, Paignton, Brixham and South Devon including Dawlish, Heathfield, Plainmoor, Stokeinteignhead, Blagdon, Goodrington, Broadsands, Newton Abbot, Hay Tor, Shaldon, Bovey Tracey, Buckfastleigh, Abbotskerswell, Brixham, Totnes, Marldon, Shiphay, Chelston, Ipplepen, Torquay, St Marychurch, Kingskerswell, Berry Pomeroy, Paignton, Maidencombe, Teignmouth and more!