Non-Advised Execution - Quest Financial Planning

This level of service is offered to clients who wish us to transact business which is required by them. This means, in nearly all cases, that the product required has been selected by the client and that no advice is requested or given. It is most important to understand that at this level we will not give any opinion, advice, recommendation or make any comment that would lead you to believe that we are condoning or advocating the products chosen. We will give factual information only.
You may, of course, request and advised execution, but this would entail a full review in line with our advised execution service.
Fees charged will be based on our menu of services as outlined below.

Transaction	Our fees
Basic Investment transactions without advice	0.5%
Basic Investment transactions with advice	2.0%
Advising and/or arranging basic pensions	2.0%
Offshore investments (with advice only)	2.5%
Complex investment transactions with advice	2.5%
Retirement Planning with advice (Income Drawdown, EPP)	3.0%
Arranging pension transfers	3.0%
Tax Planning (% of tax saved)	3.0%
Completion of tax returns	£125
Financial Planning (outside of the service level you choose)	£150 per hour
Administration, valuation and support	£40 per hour