Lamb & Associates Independent Financial Planning Ltd

01661 860438           enquiries@lambandassociates.co.uk

Unit 1 Meadowfield Court, Ponteland, Newcastle-upon-Tyne NE20 9SD

Lamb and Associates Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 782092. Financial Services Register number 624597.

  • Instagram Social Icon
  • Facebook Social Icon
  • LinkedIn App Icon
  • Wix Twitter page
  • Google+ Social Icon
Does half or one percent really make much difference?

 

Half a percent to one percent or even three percent doesn’t sound much difference but you can see here in this example what that actually means in real terms, and how our fee structure works out better value for our clients.

 

This example illustrates how an investment of £100k placed with us at 0.5% would cost you £1,175 for the first year (including 5 hours’ worth of advice and work) and £3,175 across five years.

 

If you invested the same £100k with another IFA charging 1% advice and 1% management fee it would cost you £6,000 across five years. Almost double our fees!

An illustration of charges for investments

*These basic calculations ignore growth and plan charges.

Our Fees

 

Hourly Rate

 

£135 per hour

 

 

Risk

Management Fee

 

0.5%

 

 

Realistic planning

Reliable team

Robust advice

 

 

Create your future