Pension Switching

Our Services

Confessions of a Shopaholic
I am approaching retirement
Q: What are the options offered to me..?
Nothing like the holidays
We are unsure of our finances
Q: What are our options post retirement..?
  • Services

  • Experience

Confessions of a Shopaholic
Based upon the information that you provide, we will quote a fixed fee using our current hourly rate of £195, giving you certainty as to the cost of exercise.
Confessions of a Shopaholic
Fee Based Advice Limited are a highly qualified team of advisers with extensive financial experience in the areas of Inheritance Tax, Investments, Pensions and Retirement Planning.

Personal Finance Society

 

 

 

FSA

Financial Based Advice

Highly Qualified Financial Advice...

Fee Based Advice Limited are a highly qualified team of advisers with extensive financial experience in the areas of Inheritance Tax, Investments, Pensions and Retirement Planning.

Patrick McGee has an honours degree in Mathematics. He is a Chartered Financial Planner who holds advanced qualifications from the Chartered Insurance Institute in advising on Taxation and Trusts, Personal Investment Planning, Business Management, Pensions, Investment Management.

Patrick takes advice from other qualified advisers at Fee Based Advice Limited, in areas such as Mortgage Finance, Residential Care and Insurances.

Our charges are time related based upon an hourly rate of £195.

Based upon the information that you provide, we will quote a fixed fee, giving you certainty as to the cost of the exercise.

Fee Based Advice Limited is an appointed representative of Patrick McGee Limited, who are authorised and regulated by the Financial Conduct Authority and abide by the highest Code of Ethics as set out by the Chartered Insurance Institute. Patrick McGee Limited provide Independent Advice and hold the prestigious Chartered Financial Planners designation awarded by the Chartered Insurance Institute (CII). Only the UK's premier financial planning firms qualify for Chartered status.

...Without the need to buy a product

 

To begin the process of receiving our advice we will need to collect some information from you - when you are ready to proceed please follow this link by clicking here...

You are here: Home

Pensions Advice

Confessions of a Shopaholic
Pension Advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.

Residential Care

Residential Care Advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.

Investment Advice

Confessions of a Shopaholic
Investment advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.

Taxation Advice

Taxation Advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.