Our Client Agreement and how we calculate your fee

The provided documents constitute a draft client agreement and an accompanying fees example sheet from Expert Pensions Advice LLP (EPA LLP), outlining our regulated financial planning and pension advice services. The client agreement details the scope of work, which includes comprehensive data collection, cash flow modelling, risk assessment, and personalised, non-contingent financial advice for a fixed project fee. Additionally, the agreement specifies the firm's regulatory standing (FCA regulated), data protection protocols (emphasising the secure storage and AI tool usage), and the client’s grant of authority to EPA LLP to gather all necessary pension information immediately upon execution. The fee examples further clarify the project-based fee structure, built upon a £1,500 daily rate (for the whole team working on your behalf), and illustrate typical timeframes and costs for various services, such as simple retirement planning, complex Defined Benefit transfer advice, and cross-border financial planning, all focused on delivering "Adviser Alpha" through tax-efficient strategies.