Our Fees

We like to be transparent when it comes to our fees for providing you with our bespoke financial planning service. It’s important that you know what costs you will incur from the word ‘go’, so we have outlined our charges clearly in the table below.

You can pay for your financial advice on either a transactional basis, in which we shall receive a % fee from the amount invested, or on a Time cost  fee basis, in which you will pay your fees directly to us. Both options are outlined below:

Initial meeting This will be  a one-hour (approximately) no-obligation meeting to explore whether we can help you with your financial needs. This meeting will be free of charge.
Initial advice fee (Transactional) First £100,000 invested: 3%
Next £100,001 - £250,000: 2%
£250,001 plus: 1%
(Note: Fees shown are the maximum potential fees charged)
Initial advice fee (Time-charged Fee) You will typically pay £200 per hour for the work carried out by your Financial Planner, plus £50 per hour for administration. An estimate of our time will be provided at outset for your approval before any work is undertaken.
Ongoing 'Wealthmaster' Service As part of our on-going ‘Wealthmaster’ service we shall receive the following annual servicing  fees, which are based on the value of your portfolio:
Portfolio value up to £500,000: Up to 1.00%pa
Portfolio value of £500,001 - £1m: Up to 0.75%pa
Portfolio value of £1m plus: Up to 0.50%pa
(Note: Fees shown are the maximum potential fees charged)

If you would like to arrange a free initial meeting with one our Financial Planners, or if you wish to discuss our fees in greater detail, please contact us today.

Enterprise Investment Scheme Association Awards Better Society Awards PARA Professional Adviser - IA Money Marketing 2018