Our fees 

You’ll know where you stand

From the very beginning, we’ve always prided ourselves on providing a transparent fee-based service that offers clear value for money. So right from the start, at our initial free consultation, we’ll advise you on our fee structure and then quickly follow up with an indication of how much your fees are likely to be.

To give you an idea, our fee structure with a full Financial Planning service could look like this:

  1. First meeting absolutely free

  2. Creation of a detailed Statement of Assets and Liabilities, your Lifetime Cashflow Forecast and Financial Planning recommendations – this is normally a fixed fee of £2,495.

  3. Placing of investments – a flat fee of 1%

  4. Annual fee – 1% per annum based on the value of your assets under our advice with a minimum fee of £1,750

Pink flowers along a path through Broadway village

Good to know

Financial Planning fees are normally calculated on a time, expertise and added value basis, similar to how an accountant or solicitor charges. Any fees or payments arising from third party sources are disclosed and offset against fees due, passing the full benefit back to you.

Some fees may be subject to VAT. These will be explained to you in detail at the initial meeting.

Next steps 

Learn about our services, and which is right for you.