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Coins

This is an investment in you and your family.

Paying for financial advice can be one of the best investments that you may decide to make.

A clear financial plan can enable you to spend more time doing the things you really value, more time to create memories with those you love, and show you that money can’t buy the feeling of peace of mind that we all strive for.  

We believe in full transparency, with value to the client always at the heart of everything we do.

Our fees are fair, competitive and easy to understand.

Our fees:

The fees that you pay are broken down into 2 sections:

This covers the cost of producing your unique, bespoke financial plan, and all the implementation costs involved with this. This is a one-off fee. 
 

E.g. A lump sum £200,000 investment would be a £2000 initial fee. 

Please note our minimum initial fee is £1,500.

Initial Fee

(1%)

Our ongoing advice and service keeps you focused on meeting your life goals and objectives, as well as making any adjustments to the financial plan as needed.

 

This is charged as 0.6% of the total value of your portfolio that is managed by us. 

Ongoing Service Fee

(0.6%)

If you are a regular contribution client, the monies you will be investing as part of your plan will be aggregated over the first 5 years to produce the initial fee.

 

E.g £4000 per month invested into your financial plan, would equate to a total of £240,000 over a 5 year period, which would be a £2400 initial fee. This is capped at a maximum of £5000.  

Our fees are deducted from the monies you invest, so you will never be invoiced directly or billed.

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