How much does advice cost?
Your free initial consultation allows us to:
- Explain the advisory service in more detail
- Establish exactly how we can help you
- Explain the charges fully
- Give you the opportunity to ask any questions
Our initial consultations are often done by phone and are without obligation.
The standard tariff
Hargreaves Lansdown operates a standard tariff for the service provided. Regardless of the type of product or service, the tariff works on the same basis. In this way you can be sure that our advice is always objective and not influenced by any commission which may be generated.
| Initial Tariff | Investment |
|---|---|
| 3% | On first £150,000 |
| 2% | On next £250,000 |
| 1% | Above £400,000 |
VAT is also chargeable where appropriate.
Examples of the initial charges payable are as follows:
| Investment | Initial Charge |
|---|---|
| £100,000 | 3.00% |
| £250,000 | 2.60% |
| £500,000 | 2.10% |
| £750,000 | 1.73% |
| £1,000,000 | 1.55% |
This means that if you invest £200,000, for example, into the Portfolio Management Service, your initial cost would be 2.75% (3% on £150,000, plus 2% on the next £50,000). VAT is charged where appropriate.
If a review service is required the charge is 0.5% per annum (+ VAT if appropriate).
Other services which may not involve investing new monies are charged as follows:
| Fee tariff | |
|---|---|
| Financial Healthcheck | from £495 plus VAT |
| Pension transfer analysis | from £795 plus VAT |
| Specific review or investigation | from £495 plus VAT |
How to apply
Call us on 0117 317 1690 to book a free initial consultation
Have a question?
- Read our FAQs
- Email us
- Call us on 0117 317 1690
(Mon - Fri, 8:30am - 6pm)
