Fee only, Chartered Financial Planner, Certified Financial Planners & Wealth Managers, Kingston, Surrey.

Holland Hahn & Wills - Independent Financial Advisers

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Our Fees

We know that it’s vital for you to make the right choices without feeling that any of our advice is swayed by earning commission.

That‘s why we are totally independent and operate a transparent, fee only practice.

To compare our fees please click here: How do our Fees Compare?

“Whatever the investment objectices, the investor who is wise diversifies".

Burton K Malkiel- A Random Walk Down Wall Street

1. Project Fees & Hourly Rates

For those clients who are looking for specific, one off advice. Fees can be set on a case by case basis (before work commences) or on an hourly rate. Please call to discuss.

2. Financial Planning

For those clients in the 'accumulation phase' of their lives who would benefit from the services of a Chartered Financial Planner and a lifetime financial plan. We charge a take-on fee of £795. This fee pays towards our costs of taking on a client and adding comprehensive financial data onto our software systems. We also charge a monthly retainer of £75.00. To read more about Lifetime Financial Planning click here.

Additional fees apply for specialist advice and implemention of financial products.

3. Asset Management

For those clients looking for a long term service to help them invest new monies and manage their existing portfolios we offer a tiered fee structure based on the sum of the assets held under management.

	Initial Investment Fees:			Ongoing Management Fees:
	1-2% for investment monies			For any assets held under management, we charge a fee of 0.85% per annun
	1.5-2.5% for pension transfers
	2-3% for specialist drawdown advice

Additional fees apply for specialist advice.

4. Private Client

For our private clients, we offer a tiered fee structure based on a minimum of £500,000 assets held under management.

	Initial Fees:			Ongoing Management Fees:
	1% for investment monies			0.85% of assets under management up to £1 million
	1.5% for pension transfers			0.5% for the next £2 million
	2% for specialist drawdown advice			0.25% for any amounts over £3 million.
	(Subject to a maximum initial fee of £10,000)

Additional fees may apply for specialist advice.

All our fees are demontrably lower than the ‘commission based’ alternatives.

Read more:

How do our Fees Compare?

To discuss our fees please call us on 020 8943 9229

Jason Lurie of HHW has managed my pensions and savings schemes for over 20 years and has always been active in seeking ways to maximise my returns. His guidance and diligence has ensured my future is secure.

I have found Jason and his HHW colleagues to be very personable and they have always offered clear, sensible and jargon free advice on pensions and investments without the pressure sell used by some other IFAs.

HHW are clearly driven on a mission to do the best for their clients, and I have seen that they are not swayed by highly commissioned mediocre funds. for this reason, and for their straight talking, I would highly recommend you make contact with them today!

Jason P. Hampshire.

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