We believe you should know exactly what our advice costs before we ever meet. Here is what each stage of our four-step process costs, and what you get in return.
Stage 1
Gather Information
At our expense
It starts with a Discovery Meeting, always at our expense. We bring together all the necessary information about you, your finances and the life you want.
Stage 2
Assessment
£985 – £1,500
A fixed fee, agreed at your Discovery Meeting, covering stages 2 and 3. We assess your future plans and needs and model your financial future using our cashflow software. This fixed fee is typically paid directly.
Stage 3
Recommendations
Implementation fee
Your personal recommendations, presented in a clear written report, are included in your assessment fee. If you ask us to implement them, a one-off fee applies. See the calculator below.
Stage 4
Review
From 0.75% a year
We are here with you for the long term. Our ongoing review service keeps your plan on track, charged at 0.75% a year on the first £1,000,000 and reducing for larger portfolios. A minimum annual fee of £995 applies.