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.
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.
News: Social Care Changes – Or Are They?
On the 7th September 2021 Boris Johnson made a statement on the long-awaited changes to paying for Long Term Care and funding for the NHS.
Meet the Team
Our team of financial planners have had years of experience and are on hand to help plan for your future.