How we are paid
We offer fee only services, based according to your needs and wishes.
Fees are usually charged for the production of a financial plan and are also calculated as a percentage of the assets on which we are advising. Alternatively fees can be charged at an hourly rate.
Initial Meeting
No Charge. This meeting is held at our expense.
Creating your Financial Plan
£500 to £1,250 (depending on the complexity of the work involved and the level of expertise required).
Investment Advice & Implementation Fee
Up to 3% (for larger investment portfolios, typically those in excess of £500,000, we usually reduce our fee).
Ongoing Review Service
Calcuated as a percentage of the amount of assets under advice.
Occasionally remuneration may be recieved in the form of commission paid from a product provider and this will reduce our fee accordingly.
