Fixed Financial Planning Fees
At DFP, we believe financial planning fees should be clear, transparent and fixed. That’s why the fees we charge reflect the time, complexity and expertise involved in the service we provide.
On this page you’ll find fees for:
How We Charge
Unlike other financial advisors, we don’t calculate our fees as a percentage, nor are they generated by the sale of a financial product.
So, you can rest assured that you’re always getting impartial advice without confliction.
Prices will vary depending on the complexities involved in your personal circumstances and the advice we give you. The figures outlined on this page should give you an idea of what to expect, but we’ll provide an exact quote in your free, initial meeting.
Please note, we may also receive commission from the mortgage lender. This will get disclosed in your mortgage illustration. DFP retain the commission, which is in addition to our chargeable rate.
Please note, we may also receive commission from the Buy-to-Let mortgage lender. This will get disclosed in your mortgage illustration. DFP retain the commission, which is in addition to our chargeable rate.
Standalone Protection Advice
We offer standalone protection advice to provide security for you and your family. This includes both guidance on, and the arrangement of:
- Life Cover
- Income Protection
- Critical Illness Cover
For this service, we charge a fee of £495 on application. We will also retain any commission from the product provider when your plan goes into force.
Your home may be repossessed if you do not keep up repayment on your mortgage.
The Financial Conduct Authority does not regulate Buy-to-Let Mortgages.
Danbro Financial Planning Limited is an appointed representative of the Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Danbro Financial Planning Limited is entered on the FS Register (www.fca.org.uk/register) under reference 796167. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.