Fees/ Charges

Initial Implementation Fees

  • Lifestyle Financial Plan – €1,500
  • Protection Business – Commission is paid by the product provider
  • Pensions & Investments – We may be paid by commission or fee. Each product provider has numerous contracts with different charges, so it is not possible to know the cost without more details. The method of payment will be agreed at outset.
  • Mortgages – The cost for submitting a mortgage application is €250.
  • Deposits – commission is paid by the provider. It has no effect on the rate that you receive.
  • Annual Management Charge – For pensions and investments, we receive 0.5% of the annual management fee to cover ongoing advice. A reduced charge may be paid for larger cases.
  • Our hourly rate is €120 per hour.