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Fees

What does it cost?

Assessment

We review your pensions and provide individual advice from one of our pension advisers.

Free with no obligation – One of our regulated advisers will discuss everything with you on a phone call then send you a suitability report.

Switching

If you choose to go ahead, we will organise your pension switch to your new provider.

Up to 3% of your pension fund (e.g £50,000 fund would be a fee of £1,500) – We only recommend switching your pension if it’s in your best interests.

Ongoing advice

We can provide ongoing advice to ensure your pension continues working hard for you. 1% per annum from your pension fund (e.g £50,000 fund would be a fee of £500) – You decide whether to take this and have the option to switch this off at any time.

The ongoing advice will cover
  • Assessment of personal circumstances
  • Review of goals & objectives
  • Review of investment performance & holdings
  • Valuations and investment commentary
  • Re-assessment of risk profile & asset allocation
  • Fund switching and rebalancing if appropriate
  • A report from the firm outlining the above and the fees that have been paid

For more information

Direct Wealth Management Ltd

 103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.

01792 966860

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Direct Wealth Management Ltd
103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.
T: 01792 966860 E: admin@directwealthmanagement.co.uk


Direct Wealth Management Ltd is directly authorised by The Financial Conduct Authority.
FCA Registration no. 765903 Registered Office:103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.

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