Simple, clear fees
We believe in being transparent about our fees, and we are happy to disclose how we charge here. Even though there are no regulations that say we must, we believe it is only right for you to understand the costs involved at an early stage.
The work we do is split into the Initial Fee and Ongoing Charges, and the costs will vary depending on the service you have signed up to. The initial meeting will be held at our expense, and there is no obligation for you to commit to anything during this meeting.
Below, we have outlined the fees we charge for our five service propositions. You can find out more about each service in detail by clicking the button below.
The value of financial advice
If you have never spoken to a financial planner before, you may be wondering why you should rely on someone else to oversee your finances.
Research by the International Longevity Centre UK, updated in 2019, demonstrated that people who receive financial advice increase their wealth by an average of £47,706. Those with an ongoing relationship with a financial adviser increase their average pension wealth by nearly 50%.
The initial fee includes researching platforms and providers, information gathering, a detailed analysis to help inform your decisions, recommendations on how to make your money work harder, and a written report to explain our recommendations. All initial fees are capped at £15,000.
For clients on our Wealth Builder, Wealth Management and Wealth Advisory service, we charge the following:
Ongoing financial planning charges
It is important to assess your finances and goals regularly. We give you the option to sign up to our ongoing service, where we will review your portfolio and circumstances annually.
The review allows us to identify any changes in your circumstances and update your risk profile and capacity for loss. We will also conduct a review of your investments and other financial planning products held with us, and we will assess the suitability and performance of your investments in conjunction with your overall goal.
Client Total Charges
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