We charge our clients a fixed initial fee for our analysis, planning and advice and an optional ongoing service fee.
For more details on any of the below please contact us for a copy of our brochure.
Because we typically work on a holistic basis, and each person’s circumstances and requirements can differ greatly, the cost can vary too. Fees can range between £2,500 – £12,000 but typically our fee is between £2,500 – £7,500.
This fee covers our analysis of your current finances including any existing pensions, savings and investments. The creation of a financial plan based on your current situation and what you wish to achieve and providing our advice of how we can make your current situation more suitable for you having gathered all of the information.
We charge 1% of funds under our care for our ongoing service. (Subject to a minimum £1800)
This fee covers areas such as the management of your investments, regular financial reviews to keep your plan and investments on track, tax planning opportunities and between financial reviews unlimited access to our advice and guidance on any financial issues at all.
For those who wish to engage with our ongoing service, you will pay no upfront or ongoing advice fees in the first 12 months. We understand that when choosing an advisor to work with, you place a significant amount of trust in them upfront.
We want to build a long-term relationship with our clients and are confident that the service we provide will repay that upfront trust, so much so, that we will offer our services free of charge for the first 12 months. For more details please get in touch.
We can also provide one-off pieces of advice.
Fees will be dependant on the level of complexity. We will inform you of exactly how much our fee will be before we carry out any work. An invoice will be issued on completion.