Our Fees
Our professional fees are transparent and related to the value of your portfolio.
Please find a summary below.
Our Fees
Our professional fees are transparent and related to the value of your portfolio.
Please find a summary below.
Under £500k
- Free 30min initial Consultation
- Follow up appointments and bi-annual reviews
- Comprehensive Financial Plan / Report
- Dedicated Advisor
- Dedicated Admin
- Pre-Completed Paperwork
- Monthly portfolio statement and analysis
- Set-Up Advice Fee = 3%
- Annual Fee = 1% p.a.
£500k to £1M
- Free 30min initial Consultation
- Follow up appointments and quarterly reviews
- Comprehensive Financial Plan / Report
- Dedicated Advisor
- Dedicated Admin
- Pre-completed Paperwork
- Monthly portfolio statement and analysis
- Set-Up Advice Fee = 2%
- Annual Fee = 1% p.a.
Over £1M
- Free 30min initial Consultation
- Follow up appointments and quarterly reviews
- Comprehensive Financial Plan / Report
- Dedicated Advisor
- Dedicated Admin
- Pre-completed Paperwork
- Monthly portfolio statement and analysis
- Set-Up Advice Fee = 1%
- Annual Fee = 1% p.a.
Under £500k
- Free 30min initial Consultation
- Follow up appointments and bi-annual reviews
- Comprehensive Financial Plan / Report
- Dedicated Advisor
- Dedicated Admin
- Pre-Completed Paperwork
- Monthly portfolio statement and analysis
- Set-Up Advice Fee = 3%
- Annual Fee = 1% p.a.
£500k to £1M
- Free 30min initial Consultation
- Follow up appointments and quarterly reviews
- Comprehensive Financial Plan / Report
- Dedicated Advisor
- Dedicated Admin
- Pre-completed Paperwork
- Monthly portfolio statement and analysis
- Set-Up Advice Fee = 2%
- Annual Fee = 1% p.a.
Over £1M
- Free 30min initial Consultation
- Follow up appointments and quarterly reviews
- Comprehensive Financial Plan / Report
- Dedicated Advisor
- Dedicated Admin
- Pre-completed Paperwork
- Monthly portfolio statement and analysis
- Set-Up Advice Fee = 1%
- Annual Fee = 1% p.a.
Other Fees
- Please note an FCA report fee of £3,500 applies to DB (Final Salary) Pension Advice.
- Minimum Advice Fee = £4,000
- Ad Hoc Service Fee = £300/hr