Fee Breakdown

Our fees are competitive. We pride ourselves on being transparent and upfront; if fees rise, we tell you.

Clients can avail of advice separately (Pension advice, Life Cover advice, Savings advice and more) or avail of a package that includes both advice and product set-up.

Advice Only

Retirement Planning Advice €350
Investment Advice €250
Life Cover Advice €250
Mini-Financial Plan €500
Full-Financial Plan €1,000 – €2,000

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Life Cover/Illness Cover Setup

We get paid a commission by the insurance company. This is generally the first year’s annual premium.

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Pension Setup

Cost varies, but our fee is generally between €750 – €1000 approximately.

For pensions, we can be paid in two ways. The insurance company can pay us a commission, for installation and advice. Or, you can pay us directly. There are pros and cons to each. For Pure Finance to manage your pension, we charge .50% of the value of the pension per annum. The annual management charge for the insurance companies varies.

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Savings Plan Setup

We charge €500 to create a savings plan for you.

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Please note that fees may vary from time to time, and the fees set out are to give an indication of the cost of set-up. Full disclosure will be given to each client before we set up any financial product or provide any advice.