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