Fees

Our Charges and Your Payment Options

Fixed Fee

Our charge for exploring your current situation, understanding where you want to get to and creating a financial plan to get you there, including recommendations is £1,500.

 

This payment is invoiced once we’ve presented and agreed your plan.  Clients usually pay this directly, but it may be taken from any investment made, upon receipt by the provider.

Implementation

Our fee for putting the plan in place is based on the amount invested:

1% up to £500,000   - e.g. if your investment was £300,000 the cost would be £3000.                                                       

0.5% from £500,001 – 1,000,000    - e.g. if your investment was £750,000 the cost would be £6250.

£1,000,000 plus  - by individual agreement.