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Independent Financial Advisors

So What's In It For Us?

We exercise no control over fees charged by IFAs although we do have a recommended fee menu. The average fee taken by IFAs for 2 Wills including an Asset Preservation Trust is around £900; a significant part of the fee is retained by the IFA. Where our consultants complete the instruction, we pay IFA practices an introduction fee of 20% of our fee.

Even where complex Trusts are not required, the rewards are still significant and can increase client value to the practice significantly. 

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