How we charge.

At Cooper Assurance Services LLP we pride ourselves on being clear and transparent with regards to how we work and how we charge for the services provided.

INITIAL CONSULTATION

Any initial consultation is provided free of charge and without obligation, during which we will take the time to understand your current position, whilst taking into account your financial aims and objectives.

INITIAL ADVISER CHARGE

We will discuss with you a proposal for any subsequent recommendation based upon the findings of our consultation at which time we will provide you with an estimate of our initial fee, which will usually be determined by the investment amount, calculated on a tiered basis.
The exact charge levied will depend on the premium invested, the time taken, and complexity of the work involved. The amount will be agreed with you before we carry out any work that we will charge you for.

ONGOING ADVISER CHARGE

For those clients where it is applicable, an ongoing service proposition is agreed, for which we receive an ongoing fee, determined by the value of assets under review. This ongoing service, which includes the provision of valuation reports, review meetings and administrative support is aimed at ensuring clients continue to review their financial position in light of legislative amendments or changes in their personal circumstances or financial objectives.