Neil Grey

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McCue House, Wilton Road, Grimsby, North East Linconshire, DN364AW

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FCA Number: NAH01087

Neil Grey of Killimore Financial Management Limited is based in Grimsby.

Killimore Financial Management has been providing clients with bespoke independent financial planning for over 15 years. Dedicated to giving high quality individual advice that is entirely focused on our clients' specific circumstances and needs. Always ensuring we are aware of the ever-changing developments within the financial services industry. Killimore Financial Management is able to offer the most suitable products combined with tailored advice.

Fees

Policy Arrangement & Implementation – Lump Sum Investments or Transfers

Should you instruct us to proceed with (any of) our recommendation(s) we will act for you in the following ways:
•    Handle all fund and policy administration on your behalf.
•    Provide regular updates to keep you informed of progress.
•    Ensure all your documents are issued in line with your expectations.
•    Provide confirmation of all actions taken on your behalf in writing.
Our charge for this service is based on a percentage of the amount you invest and/or transfer. These charges are applied as follows:
Amount Invested | Fee Payable
£0 - £16,699.99 = £500.00
£16,700 - £999,999.99 = 2.5%
£1,000,000 - £1,999,999.99 = 1.5%
£2,000,000.00 + = 1%
This payment can either be facilitated by the product provider when they receive your funds or paid directly by you. Where we receive such a payment, we will waive our ‘financial review and recommendation’ fee by the same amount. See examples.
EXAMPLE 1; if we arrange an investment on your behalf for £10,000.00 our Policy Arrangement & Implementation fee would be £500.00. As this is less than the minimum charge fee of £500.00, we would charge you an additional £200.00 as the balance. The total fee payable would be £500.00.
EXAMPLE 2; if we arrange investments on your behalf totalling £500,000.00 our Policy Arrangement & Implementation fee would be £12,500.00.
EXAMPLE 3; if we arrange investments on your behalf totalling £1,500,000.00 our Policy Arrangement & Implementation fee would be £37,500.00. 
Policy Arrangement & Implementation – Regular Savings / Investments
Our charge for implementing regular retirement, savings or investment contribution savings is 2.5% of the monthly payment.
This is paid directly on commencement of the policy.
Example 1; if your monthly contribution is £200.00 our Policy Arrangement & Implementation fee would be £5.00.
Example 2; if your monthly contribution is £500 our Policy Arrangement & Implementation fee 2.5%. The total fee payable would be £12.50.
Non-Investment Protection and General Insurance contracts
When we arrange the sale of a protection or insurance contract, we will not charge you a fee, as we will receive a commission from the provider/insurer. The amount of this will be disclosed to you in the product literature

✔ Fixed Fee:

£500

✔ Initial Fees as % of investment:

2.5%

✔ Ongoing Fees as % of investment as annual charge:

0.7%

Neil has experience in a role requiring FCA regulated permissions.

Previous Employment:

• Lighthouse Financial Advice Limited
• 23/10/2014 to 10/12/2019

• Lighthouse Advisory Services Limited
• 23/10/2014 to 10/12/2019

• Quilter Financial Planning Solutions Limited
• 14/08/2013 to 05/01/2015

• Santander UK Plc
• 28/05/2010 to 29/07/2013

• Alliance & Leicester Plc
• 14/10/2008 to 27/05/2010

• Bank of Scotland plc
• 16/07/2008 to 08/09/2008