Our Fees
Our financial planning process consists of four stages as laid out below. We agree fees on a case-by-case basis, depending on the work to be conducted, and this is always done before any charges occur. You will receive a full explanation of fees which may apply following your initial meeting.
The fees shown below give guidance for typical pension or investment cases:
Stage 1
Initial meeting and Information gathering
No Charge
Stage 2
Research and preparation of outline recommendations/report
Fixed Fee £750
Stage 3
Specific financial planning recommendations and implementation
2% of amount invested
Stage 4
Ongoing review of your investments
0.5% per annum of investment value
Please note: It is likely that in most cases where we move to stages 3 and 4, some or all of the fee for stage 2 will be waived. Fees may be subject to VAT.
