Our journey, for your clients

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You can find out more about our triage, abridged advice and full advice services here.

Our fees 

We won’t charge your client a fee for going through the triage and abridged advice stages of our journey. We will only charge your client a fee if they undergo full advice. Our charge for receiving full advice will be a percentage of the pension transfer value (whether or not a transfer is recommended and/ or undertaken). Contact us to find out more.