Personalised Financial Planning Report.

Our Staged Approach to Fees

Free Initial Financial Planning Consultation

We offer a free initial consultation to discuss how we may be able to help you and assess your needs and circumstances. We can meet you face-to-face or via an online meeting.

Personalised Financial Planning Report

If you are interested in what we can offer, we will charge a fee to produce a bespoke, initial financial planning report outlining our thoughts and recommendations. The fee will depend on the complexity of your circumstances and requirements but could range from £750 to £1,500 (we don’t charge VAT).

Financial Planning Implementation

If you then decide to go ahead with our recommendations, we will charge a one-off fee for the implementation of our advice. Again, this will be based on the complexity and the value of monies to be invested.

Managing Your Assets & Reviews

Finally, we will attach an ongoing adviser charge on the assets that we manage for you. This will cover the costs of the regular review process and any ongoing advice that you require. Our typical charge for this varies between 0.50% p.a. and 1% p.a. of assets under management. Our typical charges for ongoing services are:

AssetsOngoing Charge
Up to £350,0001.00% p.a.
£350,001 to £750,0000.75% p.a.
£750,001 to £1m0.65% p.a.
£1m +0.50% p.a.

Therefore, someone investing £500,000 could typically pay £3,750 per annum. Someone investing £1m could typically pay £5,000 per annum.