How will I be charged for the work PML Financial Services carries out?

PML Financial Services will either charge a fee (and VAT where applicable) or agree Adviser Charging if we have recommended a product whereby an agreed figure is taken out of your arrangement before investment.  For Advisory Clients – (see PML Financial Services – Service Options for Private Clients) an ongoing agreed level of remuneration may be taken out of the fund on a regular basis.

Contact us for more about our services and charges.

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  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr C.CPML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.