Fees

We have created a 3-step fee strategy to ensure our method of charging is clear and easily understood.

Our transparent approach always ensures the integrity of our advice and delivers significant value to the clients we work with.

Complimentary initial meeting

We always offer an initial meeting, at no cost to you. We take this opportunity to understand where you are now and more importantly where you want to go in the future.

We will clearly explain the services we offer and how we remunerated.

Our 3-step Fee Strategy

1. Advice Fee

A detailed assessment of your current financial position and a full understanding of your future priorities.

You will receive a detailed Financial Plan of what steps need to be accomplished in order to achieve your lifetime goals.

The level of fees will depend upon the nature of the advice and will be agreed with you in writing prior to any agreement to proceed.

2. The Implementation Fee

If you wish to proceed with our proposals then we will apply our implementation fee. This covers the cost and timely implementation of your plan.

This fee can either be arranged as a percentage of your Investable assets or a set project fee based on your individual requirements. We provide you with the option to pay by fee rather than commissions. The level of fees will vary according to individual circumstances but will typically be 2% of any investments subject to a minimum fee of £500.00.

3. The Monitoring & Review Fee

To provide our review service. Successful financial planning is an ongoing experience rather than a one-off exercise.

Designed to ensure that your plan remains focused on your future strategy and adapts to meet your changing circumstances and objectives.

* Where appropriate fee's will include VAT *