We always offer an initial 1-hour meeting for no charge. Our fees will then depend upon how you wish to engage with us. Our minimum fee for implementation is £2,000, and thereafter we charge 1% of funds invested, up to a maximum of £5,000.*
Should you wish to have a lifestyle financial plan designed for you, the fee will typically be £1,895. £595 is payable upon engagement and the balance payable on completion of your plan. **
Should you only wish to have a financial forecast, the fee is £795, payable upfront.
*For work involving Defined Contribution pension, we have assumed a maximum of three pension transfers. Any further pension transfers will be subject to a fixed fee of £1295 per transfer.
**As a guarantee, should you feel that the completed lifestyle financial plan does not add value as agreed at the outset, we will not charge for the balancing payment.