Fees
We will provide you with a personal fee illustration once we better understand your requirements and before any work commences but as a general guide..
Getting Started
All new clients start off with a full Financial Plan and initial Investment / Pensions advice.
Typically the fee would be £1,000 plus 1% of the advised amount.
Ongoing
Our fee is 1% of your invested wealth per annum.
Minimums
Our minimum annual fee is £2,500 meaning for portfolios less than £250,000, an additional fee would apply.
Our initial fee may be subject to a greater minimum in certain cases. This would be confirmed in advance if applicable.
Fee Example
As a new client, requiring us to take over £250,000 of pensions, we would charge:
£1,000 for your financial plan and 1% of £250,000 (£2,500) as an initial fee
Once the funds are under our influence, our 1% annual fee would apply (£2,500 per year)*
* This is payable via your investment provider and deducted from your investment value monthly.
Ready to Say Hello?
Call, book a call back, email us or WhatsApp.
The choice is yours …
