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We provide you with a professional and accessible means of planning your finances, and if you require specific financial advice, EY has secured preferential rates for you.
You can be confident that any advice you receive will be provided by professionals with a full understanding of your requirements and how they fit with your attitude and capacity for risk, benefits and EY policies.
You benefit from a dedicated UK-wide team of highly qualified and experienced financial planning advisers available to meet you in any UK EY office, at your home or over the phone.
Whether you are just starting your savings journey, planning towards retirement or anything in between, we provide clarity and reassurance. At each life-stage there are many important financial decisions you will face.
We provide a full range of financial advice including pensions, investments and mortgages and we have the flexibility to provide basic financial guidance through to sophisticated advice and investments.
Our support and expertise is there to help you build, manage and protect your finances, including:
| Building capital | Using capital | Helping others |
| Financial education and guidance | Funding education | Next generation |
| Building a financial plan | Mortgages - for you and your children | SRI investing |
| Short, medium and long term plans | At retirement decisions | Long term care fees |
| Protection | Realising investments |
Executor responsibilities |
| Using workplace benefits | Drawing on pensions and investments | Helping children |
| Other savings and investments | Managing income in retirement | Investing in new ventures |
| Retirement planning | Setting up new ventures | Estate planning |
| Tax efficiency | Tax efficiency | Charitable giving |
Any tax benefits will depend on your personal tax position and rules are subject to change. The value of investments can go up as well as down and you may get back less than you invested.
We work hard to build trust, cutting through the complexity that can come with planning personal finances or working with professional advisers.
Working individually or as a combined force, our financial advisers and investment managers work with clients to understand their objectives, finances and tax considerations.
We guide you in identifying your priorities and making the decisions you need to achieve your goals, the quality of life you aspire to throughout your life, and to help you help your children / grandchildren and your legacy for the future.
EY and Close Brothers have worked together to bring you a charging structure that is both transparent and corporately discounted from the standard rates you would receive if you came to us as an individual.
The fees will depend on your specific needs, the area of advice and the complexity of the work involved. For full financial planning and investment advice, the fees agreed for EY are as follows:
| Amount invested | Initial advice fees | ||
| Standard advice fees | EY face to face advice | EY telephone advice | |
| Up to £500,000 | 1.00% | 1.00% | 1.00% |
| £500,000 - £1million | 0.50% | 0.50% | 0.50% |
| £1million + | 0.50% | 0.40% | 0.40% |
|
Amount invested |
Ongoing advice fees* | ||
| Standard advice fees | EY face to face advice | EY telephone advice | |
| Up to £250,000 | 0.75% | 0.75% | 0.75% |
| £250,000 - £500,000 | 0.75% | 0.50% | 0.50% |
| £500,000 - £1million | 0.50% | 0.50% | 0.50% |
| £1million - £2million | 040% | 0.30% | 0.30% |
| £2million+ | 0.40% | 0.30% | 0.30% |
All prices exclude VAT.
* Ongoing advice fees are optional for each member in line with their individual needs and preferences.
** Table and charges are in respect of advice only. They do not include investment management, fund, administration or custody charges.
These rates do not include our DB Transfer Review service.
Our mortgage advisers help clients with a wide range of situations and needs and have experience working with clients from across the UK, securing their first mortgage and finding the best re-mortgaging terms. They will take the time to understand your individual circumstances and use their expertise to identify and recommend the most appropriate mortgage for your needs.
Our telephone-based Mortgage Advice Service provides convenience, expertise, and a central point of contact to help manage an application towards a successful completion.
We may charge a fee at the point of application for a mortgage, depending on the amount you borrow and the complexity of your own individual circumstances. We may also receive a commission from the lender. Full details will be provided to you.
Please be aware your home is at risk if you do not keep up repayments on a mortgage or loan secured on it.
Contact the dedicated EY support team on 0800 028 0208 who will be happy to put you in touch with an expert.
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.