Our Investment Services and Costs Bespoke IFA Ltd (624556) is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768

We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you.

We charge for our services by way of a fee. These fees are based on a percentage of the amount you invest.

Arranging and or transferring an investment or pension for an Individual, Company or Trustee

  • Between 1% and 5% of the investment/transfer value.

The exact amount is dependent on your circumstances. Your adviser will provide you with a specific cost following your free consultation.

For investments, the fee structure is collared at a minimum of £1,200. For pensions, the fee structure is collared at a minimum of £1,500.

Monetary Example: Should you transact a pension or investment of £60,000 as a lump sum the fee at 3% would equate to £1,800. Should you transact a pension or investment of £350,000 as a lump sum the fee at 1% would equate to £3,500.

This payment can either be taken from your investment upon receipt by the policy provider or paid directly by you.

 

We offer products and services as follows:

• Investments – we offer an Independent advice service. We will recommend investments based on a comprehensive and fair analysis of the market. We will place no restrictions on the Investment Markets we will consider before providing investment recommendations unless you instruct us otherwise. We will however only make a recommendation when we know it is suitable for you.

• Pensions – we offer an Independent advice service. We will recommend pensions based on a comprehensive and fair analysis of the market. We will place no restrictions on the Investment Markets we will consider before providing recommendations unless you instruct us otherwise. We will however only make a recommendation when we know it is suitable for you.

GET IN TOUCH

Have a question?
Would you like a meeting?

0117 3704213

Knightwood Court, Mead Road, Bristol, BS34 8PS

14 Orchard St, Bristol, BS1 5EH

View our maps


Your Message