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Aurora Financial Planning
Aurora Financial Planning

0121 429 7100



How we are paid

At the outset Aurora Financial IFA Ltd arrange a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we are paid for our services should we be instructed to proceed.


You will know exactly what you are paying for and receive clarity about our advice. This provides you with the transparent charges and confidence that our clients have come to expect from us when paying for advice.


Three Different Options Aurora Financial IFA Ltd Charge Initial Advice Fees:

1) Fixed Fee – Minimum fee is £697

2) Hourly Rate - £150 per hour

3) Percentage of Investment – Minimum is 1% of Initial Investment (£697 minimum fee)

With regards to fees for ongoing advice, this can be agreed on a one to one basis based on the ongoing service level you require. This can be discussed in more detail at the initial without obligation meeting.

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Aurora Financial IFA Ltd

Cobalt Square, 83 Hagley Road, Edgbaston, Birmingham B16 8QG
0121 429 7100 E info@aurorafp.co.uk W www.aurorafp.co.uk


Aurora Financial IFA Ltd is authorised and regulated by the Financial Conduct Authority.

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