Question 1

What is the cost for a meeting?

Accepted Answer

The first meeting is totally free. We can talk about your money goals and what's happening with your finances. I will explain where PSA and myself can help and how much it might cost.

You’ll only pay if you decide to take financial advice by signing our Client Agreement.

Question 2

What services do you offer?

Accepted Answer

Financial planning: It’s important to identify what you might want to achieve and how you can do this. We can help you to identify your goals and create a plan for your finances to help you achieve them.

Retirement planning: It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.

Protection planning: Most of us want to protect the things that are important to us and our families. Protection planning can help to provide peace of mind in the event of the loss of your income due to accident, Illness or death.

Question 3

What are your typical charges?

Accepted Answer

For investment advice we charge on a tiered basis depending the value of any funds invested or transferred.

Our initial charge is based on:

• 3% on the first £100,000
• 1% on the next £400,000
• 0.5% on the excess over £500,000

This charge would cover the full analysis of your situation including the recommendation and implementation of our solution for you.

Here are some examples of how our charges could apply:

• If you invested £250,000, our fee would be £4,500.00 (equivalent to 1.8%)

• If you invested £500,000, our fee would be £7,000.00 (equivalent to 1.4%)

• If you invested £750,000, our fee would be £8,250.00 (equivalent to 1.1%)

Question 4

Are you independent?

Accepted Answer

We offer independent investment advice. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients.

Calum Mackenzie

Helping you secure your financial future with confidence

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