Before engaging with us, we know that you will wish to have clarity and transparency of our fees.
The Initial and ‘Discovery’ meetings are provided at our expense and are designed to find out in detail about you, your current situation and more importantly, where you are trying to get to in life. During this time we will also discuss our fee structure and options for payment which are applicable to you.
Should we collectively agree after these meetings that our services could be of significant benefit to you, we will confirm our proposed scope of work and associated fees in writing before any further work or meetings take place.
As every client situation is different, our fees may vary based on the level of service and complexity of work to be undertaken. Please find below our typical fee scale. Please note however these may be amended to your personal requirements and situation.
Initial & Discovery Meetings: At Our Expense
Comprehensive Financial Plan & Recommended Actions: Minimum Fee of £2,500 (can be deducted from your investment / pension / transfer amount if preferred)
Implementation Fee: Where applicable (should the recommendation of investments, pensions or products be beneficial to your financial plan) typically 1% of amounts invested and/or transferred
Forward Planning Service Fee: Typically 1% of the amounts invested and/or transferred which remain under our advice, subject to a minimum annual planning fee of £2,500 per annum, can be deducted from your investment / pension portfolio if preferred
We offer all prospective clients an initial discovery meeting, at our expense, in order to understand whether there is a good fit between your requirements and our services.