Low Fees With No Hidden Charges

Our unique approach to financial advice and services means we‘re able to offer the lowest fees possible. We’re completely transparent and upfront.

What we're about

Gaining Trust

We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.

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Making Expat Finance Easy

By keeping our fees as low as possible means your money goes further.

We‘re passionate about transparency and being upfront with our client to offer peace of mind.

Our online advice system reduces our costs and fees allowing us to provide expats access to the largest range of and best value international financial products and services.

Harrison Brook is committed to transparency within charges, an area often glossed over within the industry, and principles of integrity to allow us to build successful and long-lasting relationships with our clients.

The typical expat previously faced little choice in fulfilling their family’s transient financial planning requirements. Harrison Brook are transparent and offer the full breadth of market products and services with no product provider bias.

Our Fees & Case Studies

Our unique approach to financial advice and services means we're able to offer the lowest fees possible.

We're completely transparent and upfront

About You

Your Residency:

Your Pension Type:

3% Setup Fee + 1% Annual Service Charge

Free Initial Consultation
Low 1% Annual Fee
All Major Currencies Available

Case Study

Transferring to a personal or defined contribution pension into a International SIPP

You have recently moved to France, you wish to better manage your UK pensions. Priorities include having flexibility on drawdown, ability to hold Euro’s within the pension and a wide investment choice. You require full preparation of a financial plan along with a retirement shortfall calculation.

Your total consolidated transfer value is £100,000.

One-Off Charges

  • International SIPP Setup Fee = £0
  • Investment Platform (GIA) Setup Fee = £0
  • Harrison Brook Advice & Setup Fee = 3.00% of the transfer value (£3,000)

(Including all advice and retirement shortfall calculations – This fee reduces in line with the transfer value)

Ongoing Charges

  • International SIPP Annual Trustee Fee = £180 per annum
  • Investment Platform (GIA) Ongoing Fee = 0.34% per annum
  • Harrison Brook Ongoing Management Fee = 1% per annum

Total = 3% (One-Off) + £180 + 1.34% per annum (Ongoing)

1.35% Annual Service Charge
+ 0.15% Annual Cross-Border fee

Free Initial Consultation
Annual Fee from 0.60%

Case Study

Transferring a US Pension (401K, 403B) to an IRA

You have recently moved to Europe, you wish to better manage your US pensions. Priorities include having flexibility on drawdown, ability to convert a portion of your IRA to a Roth IRA and a wide investment choice. You require full preparation of a financial plan along with a retirement shortfall calculation.

Your total consolidated transfer value is $100,000.

One-Off Charges?

No set up charges.

Ongoing Charges

Cross-border Registered Investment Advisor fee Ongoing Fee = 0.15% per annum
Harrison Brook Ongoing Management Fee = 1% per annum
Total = 1.15% per annum (Ongoing)

£40 Per Contribution + 1% Per Annum Ongoing Management

Free Initial Consultation
Low 1% Annual Fee
All Major Currencies Available

Case Study

Planning for Your Future Retirement

You are concerned that you haven’t saved enough into your pensions and you would like to start a regular savings solution to work towards closing any provision shortfall that you have. You have stated you could afford to save €500 per month into it.

One-Off Charges

  • Harrison Brook Advice & Setup Fee = €1500

Ongoing Charges

  • Fee per Contribution/Premium = €15
  • Investment Platform (GIA) Ongoing Fee = 0.34% per annum
  • Harrison Brook Ongoing Management Fee = 1% per annum

Total = €1500 (One-Off) + €15 per premium + 1.34% per annum (Ongoing)

3% Setup Fee + 1% Annual Service Charge

Free Initial Consultation
Low 1% Annual Fee
All Major Currencies Available

Case Study

Direct investment from savings into a ‘Global Investment Account (GIA)'

Having worked on numerous work contracts across 3 different countries, you have accumulated $260,000 in your bank’s savings account. You an interested in investing this capital for greater capital growth, but you would like to be able to further contribute into the policy from any country as well as take benefit in any country. It’s also your priority to have no exit penalties in case you need access.

One-Off Charges

  • Harrison Brook Advice & Setup Fee = 2.00% ($5,200)
  • Investment Platform (GIA) Setup Fee = £0

Ongoing Charges

  • Investment Platform (GIA) Ongoing Fee = 0.34% per annum
  • Harrison Brook Ongoing Management Fee = 1% per annum

Total = 2% (One-Off) + 1.34% per annum (Ongoing)

3% Setup Fee + 1% Annual Service Charge

Free Initial Consultation
Low 1% Annual Fee

Case Study

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

Testimonials

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."

Harrison Brook has a 5 star independent service rating on Feefo

One of our expert financial advisers will aim to get back to you within 12-24 hours.

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