Useful Tools
Free tools to help you plan your project
Adviser fee estimator
Understand what you will pay
Find the right adviser
Independent vs restricted vs robo
Pension review checker
Should you review your pension?
Questions to ask
Vet an adviser before signing up
Goal-based advice picker
Match your goal to adviser type
First meeting checklist
Documents to bring to your meeting
Financial adviser fee estimator
Realistic UK fees - some advisers charge fixed fees, some take a percentage.
Some advisers charge a percentage instead - typically 0.5%-1% per year of assets managed. Always ask for a written fee structure before any advice begins.
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