Financial Planning Fees

We’re With You Every Step Of The Way

The cost of Financial Planning can be complex for clients to understand. We believe that simplicity is essential and comforting for our clients.

We offer a very clear and easy to understand fee model.

If we decide that we are a ‘good fit’ and wish to work together, we charge a fee of 1% for Financial Planning and the implementation of the recommended investment solution.

We do not work with our clients on a ‘one-off’ basis and will have an ongoing financial planning relationship with you. The cost of ongoing Financial Planning advice is 1% of the investments that we look after for you.

The people we work best with usually have investment portfolios of £250,000 or more.

For larger Financial Planning advice scenarios, our fees are scaled down depending upon the investment portfolio size that we look after for you.



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