Independent financial advice
in Nottingham & the East Midlands

Initial setup fee of 1% of the amount invested capped at a maximum initial fee of £2,500  = no charge on any amount over £250,000.  We reserve the right to charge a minimum fee of £350.

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An opportunity to ask questions and understand what we do.
An opportunity for us to establish what your financial needs are.
An opportunity to discuss our service propositions and costs involved.

You can pay for our services on the basis of a fee or an adviser charge.
The amount charged is the same whether paid by Fee or Adviser Charge.

Payment by Fee is a direct payment made by the client from outside of any invested monies.
Payment by Adviser Charge is a payment made from the funds invested


We will discuss your payment options with you and answer any questions you have. 
We will not charge you until we have agreed with you how we are to be paid.

Investment Amount:

£1 - £250,000– 1.00% of amount invested
£250,000 + - Flat fee of £2,500
minimum Fee £350

We charge 1.00% of the amount you invest up to £250,000 at which point there is no further charge/the charge is capped.

Therefore the maximum initial fee is £2,500 which covers any initial investment/pension charge within a 12 months/ISA period.

There is a minimum fee of £350

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Transfers and Amalgamation of Funds Typical initial Fee For Defined Contribution Pensions – (Personal Pensions)

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Investment Management, Reviews, Forecasting, Reporting, Administration, Research.

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Our charge for setting up a regular premium investment plan is 1.00% of each premium when invested, payable from the investment by the provider as an “adviser charge”.

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The following are our set levels of service which can be varied to fit a client's circumstance and requirements accordingly.

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Our Fee is 1.5% of the capital required to purchase the annuity.
There is a minimum fee of £350 and a cap of £3,000

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Individual advisers within the firm have different views on the way that they charge fees for mortgage work depending on the kind of general work that they do.

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Having discussed your requirements with you, we will arrange quotations and make a recommendation to you based on your circumstance & requirements and will discuss the various choices that you have in selecting a product.

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Equity Release - £499 fee payable from the drawn down funds (or separately) in addition to any fee payable from the provider.   We will discuss any fee before going forward and we will not charge you until we have agreed with you in writing how we are to be paid.

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Long Term Care is a very complex subject and will usually require an initial written report with illustrations of various products in order to assess your options.

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Property in Pension Purchase and Ongoing Servicing Fees for SIPPS/SASSs.  Initial fee - as per investments on contribution of new funds (nil for rental income)

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At Retirement Advice Only Analysis Report – Fees payable in advance.  A Defined Contribution Uncrystallised Funds Pension Lump Sum (UFPLS) and associated income/tax advice or a recommendation to not crystallise.

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Some information about VCT's/EIS's (Investing for Income/CGT Tax Relief) & BPR (Investing for IHT Relief) Products.

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This article explains more about Qualifying Workplace Scheme for Auto Enrolment

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Should you decide to cancel our agreement to provide on-going services you must provide written confirmation of your decision and we will cease your payments for these services within 7 business days and after collection of any due proportion of any period charges.

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At Retirement Advice where monies are being encashed or where monies are being invested but no ongoing service is required.

Initial Fee - an additional 1.5% to our usual fee is charged. 
The total initial fee will, therefore, be 2.5% of the fund value.
A minimum Fee £1,250 including written fact find report

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We will In certain cases, by prior agreement, accept work on an hourly basis, however, we feel that we have put together a fair and competitive charging structure as laid out above which removes the vagaries, that we have some concerns about, over open-ended hourly charging rates.

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For clients who require us to travel outside of the East Midlands area, we may wish to discuss a surcharge to our usual fee schedules, although this will depend on the amount of additional time required and may not be necessary.
All home visits are free and undertaken on a no obligation basis.  An assessment of your estate planning needs is completed during the initial consultation with open discussion of fees depending on what services are agreed as appropriate.

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Our services

Veracity Financial Planning is able to act on your behalf in advising you on investments and non-investment insurance contracts. We offer products and services as follows:

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This "Letter of Engagement' is supplementary to the Client Agreement and sets out the basis on which we charge for our services in setting up and servicing your Investment.

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This agreement is supplementary to the Key Facts document and Client Agreement I have already discussed and supplied you with and sets out the basis on which we charge for our ongoing services.

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