We are Independent, Transparent and Friendly.
We charge fees as below: -
Initial meeting - £0
Client Advice Report - £500 (Waived if there are Establishment fees for post report investing).
One-off Establishment Fees for Research, Advice, New Plan Preparation, Implementation and Management of Transfers. Fee paid via the invested portfolio or via a cheque if you wish.
Regular Pension or ISA Investment Contributions - £0.
Lump Sum Pension or ISA Cash Investing or Cash Transfers – 1% (regardless of amount).
Transfers of Pensions or Stocks & Shares ISAs –
For Example, a transfer amount of £250,000 is an average Establishment Fee of 2.4% and £500,000 is 1.7%.
Annual Fees for Advice and Portfolio ongoing Research, Administration, Due Diligence, Meetings and Retirement or Income Planning & Advice plus Ongoing Tax Mitigation Advice
For Example, £100,000 is £750 pa, £250,000 is £1,875 pa and £600,000 is £3,000 pa.
Values over £1M being transferred, are subject to negotiation.
EJ FINANCIAL LTD
EJ Financial Limited • 26 Inglewood House • Templeton Road • Kintbury • Berkshire • RG17 9AA
EJ Financial Limited • 2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE
EJ Financial Ltd. Registered in England and Wales No 9370740
EJ Financial Ltd is authorised and regulated by the Financial Conduct Authority No 670594
01892 234884 • 020 3657 9079 • 01635 777795
The Financial Conduct Authority does not regulate taxation and trust advice.
The value of your investment can go down as well as up and you may get back less than you have invested.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
NOTE: None of the above constitutes advice, always consult a professional adviser before making any investment decisions.
Please talk to Ted on 01892 234884 or 01635 777795 for further information.
Terms & Conditions
Independent Financial Advisor
Financial Review & Planning • Pension Contribution Planning • ISA Contribution • Pension Freedom Advice • Protection
Investment Portfolio Management • Tax Planning • Retirement Planning • Trust Investment • Portfolio Reviews