We tailor our service to suit you. As a result, we can offer an attentive service to clients with complex circumstances and requirements, or a 'light touch' service if that suits you better.
If you have worked with a financial planner or adviser before, you'll know that they usually charge a percentage of your investments. We don't work in that way. We believe a fixed monthly fee, based on our expected time spend, is more transparent and fair on you. In fact, our clients will usually pay less for their financial planning advice and investment management with us than with anyone else, while still receiving a top notch service.
Our inital fee to assess your situation and create a personal financial plan usually ranges from £1,000 - £10,000.
Our ongoing, inclusive, fees usually start at £50 per month depending on what you need, how complex your situation is, and how often you would like to meet. They can be paid by direct debit from your bank account or deducted from your investments.
We will be happy to give you a considered fee quote after we know more about your situation. We will also adjust our fee if the service you need changes over time.