Our Fees

We believe in the importance of truly understanding your requirements, so the initial discussion is at our expense.

 

Further work is then costed as follows:

Research and analysis: This is 1% of assets reviewed and analysed, subject to a minimum of £500. If you choose to take our advice we will deduct this from the cost of the implementation and advice fee.

Implementation of your advice:

  • 4% of first £150,000
  • 3% of £151,000 to £500,000
  • 2% of £501,0000 to £1,000,000
  • 1% on £1,000,000+

Funds under management: This is 1%, which includes access to the team, reports, regular reviews and a Cash Flow Planning experience.

Cash Flow Planning experience: This includes the initial discussion, research and analysis, financial advice implementation and a report for a fee of £750. If you choose to take our advice, we will deduct this from the cost of the implementation and advice fee.

Bespoke service: We are happy to undertake ad hoc work and this will be charged on an hourly basis with a minimum of one hour’s work.

All initial investment levels are considered for each individual situation.