We have a minimum initial charge of £1,625. This covers our ‘scope’ meeting to identify goals and circumstances, our Risk & Suitability assessment, research and analysis, preparation and presentation of our recommendations, and implementation of any solutions we recommend.
Our initial charges are on a sliding percentage scale that reduces on larger sums. The total fee for advice and implementation is 2.3% on an investment of £150,000 and 0.98% on an investment of £1 million.
We charge higher fees for advice on final salary/defined benefit pension transfers.
Our annual fee for ongoing advice, which normally covers an annual review and implementation of any changes we recommend to your plans and investments, is normally 1% of the value of the assets on which we advise you.
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Meet the Team
Our team of financial planners have had years of experience and are on hand to help plan for your future.