We believe in being completely open when it comes to money; even our own. You’ll always know how much work will cost before we begin.
If you’d like us to create a full planning report including cashflow modelling, there is a difference depending on what phase of your financial life you are in:
Build Wealth
If you are at the Building Wealth stage, where it's about accumulation for the future - the planning fee is £3,495 plus VAT.
Retirement Planning
For those in the Retirement Planning phase, where the work includes withdrawal strategies for when you retire, the planning fee is £4,295 plus VAT.
Implementation: If we implement any of our recommendations for you, the cost is £995 in total, with no VAT to pay
(note, if we implement our recommendations within a few weeks of producing our planning report, you won't pay VAT on the cost of the planning, either).
Ongoing advice fees are a maximum of 0.75% (no VAT) of the money we look after for you, with this figure reducing for portfolios over £750,000. We also have a loyalty scheme whereby fees are reduced after seven and 14 years with us, and for family connections of existing clients.
(Note that platform and fund fees are in addition to the advice costs.)
For lighter-touch or long-term projects, prices can vary depending on your individual needs. We’ll be able to quote for our help after our initial conversations.
