Our financial planning service involves a significant amount of research and analysis of your current situation and your financial goals and the production of a detailed financial plan for the future. This plan will be revisited regularly in order to ensure that your goals are met.
As you can imagine no two financial plans are the same and therefore we quote bespoke fees for this type of work which are agreed up front and payable upon the completion of the initial financial plan.
Our typical Financial Planning fees range from £1,500 to £2,500 +VAT
The annual fees to cover the cost of regular review meetings, portfolio rebalancing, investment advice relating to current investments and investment bulletins are based upon the total invested assets held with HB Dobbin (they are deducted monthly).
Fees typically range from 0.5% to 1.5% (depending on total invested assets). There is a minimum annual fee of £1,000.
We recognise that from time to time clients will require help and advice that falls outside of the scope of our on-going service. In these cases we undertake work on a time costed basis on your behalf. We will agree our fee in advance before commencing any work.
Our fee rates are as follows:
- Financial Advisers: £200 to £225 per hour
- Administration Staff: £105 - £125
HB Dobbin Financial Planning Ltd is VAT registered.
Advising on and subsequent implementation and servicing of financial products is an exempt trade for VAT purposes and therefore certain areas of advice will not be subject to VAT.
All corporate business is carried out at our hourly rate. Fixed fees are agreed for specific project work upon request.