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Looking for impartial, independent financial advice? Talk to us

Our independent financial advisers could save you money

A recent Which? survey found that the average initial charge for independent financial advice is 2.63%. Our initial advice charges are just 1%, so talking to our independent financial advisers could save you money.

Thanks to changes in legislation, financial advisers now have to declare how much their advice will cost you upfront, rather than earning their payment invisibly through commission. We welcomed this, as it fits our ethos of transparency and also highlights how competitively priced our expert advice is:

 

Our initial advice charge at 1%

Industry average initial advice charge at 2.63%

Example: investment of £50,000

 

£500

 

£1,315

Example: investment of £70,000

 

£700

 

£1,841

How we can help

Our financial advisers can help you with retirement planning, investing for growth or income, inheritance tax planning, releasing equity from your home or protecting the family finances in the event of death or ill health.

  • We've invested £60 million in funds on our members' behalf
  • We're an established IFA service with over 2,000 clients
  • We advise around 300 new clients every year.

Our advice is wholly independent and impartial and because we're not tied to one provider, we can search the entire UK market for you. We'll look at the bigger picture to find the best solution for you, so if we believe this means paying off existing debts rather than investing, then that's the route we'll advise you to take.

Come and talk to us

We'll take time to understand fully your objectives and risk appetite before agreeing any next steps. At our first meeting we'll usually cover:  

  • Understanding your plans and objectives
  • Reviewing your existing circumstances
  • Discussing your personal attitude to investment risk
  • Agreeing what we'll do next.

For further information or to make an appointment, call us on 0845 600 8996 or email advice@pmas.co.uk

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