Fees

The price of good advice

Paying for good financial advice could be one of the best investment decisions you can make. By receiving advice, you could potentially improve your financial and mental wellbeing by helping you to understand where you are and by supporting you to get where you want to be.

Clear and transparent pricing

We are committed to providing you with clear and transparent pricing on the services that we provide.

We offer a free, informal meeting to help decide whether we offer a suitable service for your needs. If you decide to proceed, we charge our fees in two ways:

Initial fee

We are paid for any investments or pensions that we set up and this charge includes the advice, administration and implementation of these plans.

Our initial fee is 1.5% of the amount you invest. For example, if you invest £200,000, we charge an initial fee of £3,000.

Ongoing Advice Fee

To help keep your plan on course to achieve your goals and objectives, we provide an ongoing service that adjusts as your circumstances change. 

Our ongoing advice fee is 1% each year of the funds under our management.  For example, if you have £500,000 under our management, we charge an ongoing fee of 1% of £500,000 = £5,000 per annum.

You can either pay the adviser charges directly via cheque, standing order or direct debit instruction. Alternatively they can be facilitated by the financial provider through deductions from the financial product(s) that you invest in, where the product/platform allows this.
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