Our Fees
Our professional fees are transparent and related to the value of your portfolio.
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.
Fees
- Please note an FCA report fee of £4,000 applies to DB (Final Salary) Pension Advice.
- Minimum Advice Fee = £4,000
- Hourly charge = £400