Callabas Financial Services Ltd offers professional advice and an ongoing service to our clients.

For new clients, we offer a free introductory meeting where we discuss goals and how these might be achieved. Our aim is that this will be a valuable hour to the individual client even if we conclude that there is no need for an ongoing client/Adviser relationship. 

Before making any recommendations, we will consider the suitability of a wide range of financial planning strategies and products in order to give independent advice based on a comprehensive and fair analysis of the relevant market. 

Our charge is 2% of funds under management for complex planning needs (i.e. pension/investment transfers, long term care and IHT planning) and 1% of new investments subject to a maximum fee of £5,000. 

The fee for our ongoing advice service is a fixed percentage of 0.6% of funds under management subject to a maximum fee of £5,000 per annum. In addition, there is a fee of £1,000 p.a. for each ad hoc review required.

For protection business our charge is paid by taking commission from the provider subject to a minimum fee of £1,000 and a maximum fee of £5,000.

Please get in touch if you'd like any further information regarding our fees.