Advice Fee Calculator

Use our calculator to work out our fees.

During consultation, your independent financial adviser will explain our full terms and conditions. Should you wish to proceed with a suggested recommendation, your adviser will explain the process, timescale, and our charges. In general, you pay for our services based on fees for investments and pensions, commission for insurance, and a combination for mortgages.

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For new clients, our formula is based on the following:

3% for the first £100,000 investment,
2% for the next £100,000 investment and
1% for any investment above £200,000.

There will be a minimum ‘engagement’ fee of £500 for each new piece of advice which applies within your first 12 months of engagement with Truly Independent Ltd.

We also operate a maximum ‘decency’ fee which is £10,000.

Some products we may recommend, such as life insurance, still pay commission.

Chris Irwin - IFA