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:

Mortgage Advice
Standalone Protection Advice

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.

Mortgage Advice

Residential Mortgages

Standard

£295

People who...

Are permanent employees

Are self-employed with at least two years’ consistent accounts

Have no unusual property or credit history concerns

Intermediate

£495

People who...

Have less than two years in self-employment

Are using Government schemes such as help-to-buy or shared ownership

High Complexity

£795

People who...

Have a history of adverse credit

Have fewer than 12 months self-employment history.

Are looking at non-standard properties or more than one mortgage

Have unusual salary arrangement

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.

Buy-to-Let Mortgages

Standard

£495

This is payable upon application for the research and sourcing of a mortgage product.

Intermediate

£795

For someone with adverse credit history or complex personal incomes. It can include non-standard properties or houses of multiple occupation.

High Complexity

£995

With some Buy-to-Let mortgages, ‘Special Purpose Vehicle’ arrangements are in place. This is payable at application for the research and sourcing of appropriate mortgage product.

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.

Found a mortgage plan that works for you?

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.

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Almost There …

We take your Privacy Seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’ 2016. For further information on how we treat your personal information, please view our Privacy Policy.

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Important Information

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.

Company number 11009261 registered in England. Danbro Financial Planning Limited Registered office address: Jubilee House, East Beach, Lytham St. Annes, United Kingdom, FY8 5FT.