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.

Read more »
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

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 = 0.30% per annum
  • Harrison Brook Ongoing Management Fee = 1% per annum

Total = 3% (One-Off) + £180 + 1.30% per annum (Ongoing)

0% Setup Fee + 1% Annual Service Charge

Free Initial Consultation
Annual Fee from 0.75%

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)

£25 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 = 0.30% per annum
  • Harrison Brook Ongoing Management Fee = 1% per annum

Total = €1500 (One-Off) + €15 per premium + 1.30% 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 = 0.30% per annum
  • Harrison Brook Ongoing Management Fee = 1% per annum

Total = 2% (One-Off) + 1.30% per annum (Ongoing)

What Our Customers Say

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

Testimonials

  • "From my first contact with Jack Camille I was impressed by the service of Harrison Brook. Advice was clearly given after an in-depth financial review. Advice was very clearly outlined and came with regular reviews of progress. Excellent service all round."

  • "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."

  • "James was able to instantly build rapport, while he guided me through the process of opening an account. This is my first account of this nature, and I had countless questions. James patiently explain things in a way which was easy to understand, while still listening to what I had to say. I really appreciate his insight."

  • "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."

  • "My financial knowledge is very limited but I knew I had to do to invest somewhere. I found the market scary and intimidating. I think really its a mine field. I am very grateful for finding Harrison Brook as they have been outstanding. From the very start they have guided me through the process in an honest and transparent manner explaining every step. Even after a lot of hesitation on my behalf. I don't think I could be happier with the first 6 Months. James Rayburn has been a class act answering all my interrogations patiently and professionally. I would recommend him and Harrison Brook to friends and family. The advice I have received has been very financially rewarding. I look forward to working with Harrison Brook and James for a very long time. Probably one of the best decisions I have ever made."

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.

x