Fees
Transparent pricing, agreed before we do any work. You'll always know the exact cost before deciding whether to proceed.
Financial planning fee
The fee depends on the complexity and scope of your circumstances and the advice required.
Simple
£1,500
Straightforward circumstances, a small number of decisions.
Moderate
£3,000
Multiple pensions and investments, more decisions to work through.
Complex
£4,500
Layered circumstances, for example business interests, later-life planning or estate planning.
Implementation fee
Where we implement recommendations on your behalf:
1.00%
on the first £500,000
0.50%
on the next £500,000
0.20%
on assets above £1,000,000
You will always be told the exact cost of any advice before deciding whether to proceed.
Your financial plan starts with a conversation.
Let's talk about your circumstances and what's involved.
Book an initial conversation