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Welcome to EJ Financial Limited

Impartial Investment, Pension and Tax Planning

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01892 234884

or 01635 777795

  • Stockmarket
  • Tax Planning
  • Retirement Planning
Stockmarket1 Tax Planning2 Retirement Planning3

Our Fees

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 –

  • First £100,000, 3%, £3,000.
  • Next £150,000, 2%, £3,000.
  • Amounts over £250,000, 1%.

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

  • 0.75% pa up to £500,000
  • Reduced to 0.5% pa once £500,000 is reached.

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.

For more information Talk to Ted on 01892 234884 or 01635 777795

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  • Stockmarket
  • Tax Planning
  • Retirement Planning

Berkshire Office:
EJ Financial Limited • 26 Inglewood House • Templeton Road • Kintbury • Berkshire • RG17 9AA

Sussex Office:
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 234884020 3657 907901635 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.

Click here to see our full terms and 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

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