Our Service & Fee Structure

Initial Meeting

Our initial meeting is an opportunity for us to understand you, your family, your goals, and your future aspirations. During this session, we’ll discuss how we can assist you and design a service plan tailored to your needs.

• Cost: Free
• Commitment: None

After this meeting, we will customise our service and fee structure to match your specific circumstances. This allows us to offer a range of services, from comprehensive support for complex needs to a more minimal approach if that better suits you.

Financial Planning Only Service

• Description: This service provides an essential financial plan, including a comprehensive cashflow analysis, without regulated advice. It is ideal for clients who prefer to manage their own investments and savings or those with an existing investment management relationship but need assistance in structuring and maintaining their financial arrangements.
• Initial Financial Plan Fee £1,275 to £2,750 depending on complexity 
• Ongoing Fees £1,560 per annum to £2,760 per annum depending on complexity (£130 per month – £230 per month)

Full Advice Service:

• Description: This comprehensive service includes an essential financial plan, comprehensive cashflow analysis, and full advice with the implementation of recommended actions.
• Initial Fee   1.8% First £250k, 1.4% next £250k, 1.0% next £500k, 0.6% Balance  
• Ongoing Fee 0.8% First £500k, 0.6% of next £500k and 0.4% of balance