01704 504383 Monday to Friday 9.00am to 5.00pm info@pwssp.co.uk

How we are paid

Our Services and Costs

Full-Service Proposition

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  • Initial fees range from £600.00 to £1,500.00.

  • 1.00% annual fee will determine the level of the service provided.

  • Annual reviews and meetings are dependent on your level of service proposition.

Transactional Proposition

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  • Initial fees range from 2.50% down to 1.00% on the amount invested.

  •  No on-going service provided when using the service.

  • Cost of annual reviews and meetings dependent on the number of tax wrappers.

Hourly Rate Proposition

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  • Initial fees are costed at a rate of £195.00 per hour excluding VAT.

  •  No on-going service provided when using the service.

  •  Annual reviews are costed at a rate of £195.00 per hour with investment into one fund solution.

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