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Our Fees.
Information about how our fees work, and the process behind our charging structure.
Advice Stage
Work Undertaken
Client Commitment
1. First Contact
Establishment of your needs, requirements and goals including digital onboarding to see if we are a good fit to work together.
No commitment.
A full holistic financial review, including policy research, establishment of current financial position and cashflow modelling to help you better understand your finances.
£1,000
2. Holistic Financial Review
Production of a Financial Planning Report confirming our recommendations to help you achieve your financial planning needs and goals.
Report fee based on our fixed fee menu.
3. Recommendation
We action our recommendations and deal directly with the providers to get your financial products aligned with your goals and objectives.
1% of the amount invested.
4. Implementation
Ongoing advice service including an annual review meeting, access to a regulated financial planner throughout the year to help answer any questions or queries you may have, regular investment updates and monthly newsletters and additional ad-hoc meetings as and when required.
1% of the amount invested per annum.
5. Ongoing Review & Refine
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