Our fees

An understandably key question from prospective clients is what do we actually charge? The real answer is - unhelpfully - that in part it depends on the complexity of your situation, but we aim to be consistent and fair.  Furthermore, we want you to be completely satisfied with our work and we won’t charge you until you’re happy with what we’ve done on your behalf.  We will always outline to you before we undertake any work which category we expect you to be in. 

 

For initial fees:

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£1,495

•  For more straightforward scenarios where we are gathering all the relevant information about you, your goals, and your objectives and setting up the infrastructure for your plan.

• For the creation of your unique lifetime cashflow model with the necessary planning advice surrounding it. This may be as a one off discussion, or part of a wider financial plan with us.

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£2,495 

• For more complex scenarios we charge to reflect the additional time and expertise required. 

• This may involve the creation of Trusts or more complex solutions.

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On occasion there may be work that needs to be done where we initially charge up to 2% of the assets being considered. 

 

Our initial fees are priced at this level to justify the team spending quality time deeply understanding the client’s position and needs, but are highly competitive in the market as we do not believe in charging disproportionate fees, instead choosing to focus on retaining clients through excellent service.

 

Our ongoing service is priced at 1%.

• This is an annual percentage of the value of the assets we look after. 

• This figure covers ongoing investment management, regular meetings, broader planning discussions and financial modelling whenever required. 

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People sometimes feel wary asking about fees so we are as clear and concise as possible. If you have any questions please do ask us.