Our Services & Fees

We offer a full financial planning service, for which a fee is payable.

It is important to note that no fee will be charged at your first meeting, as our firm will meet the cost of this meeting. Following on from our first meeting, there are various fee options available and you can choose which is most suitable for you. The range of charges are as follows:

Financial Planning Service

To provide our ongoing financial planning service, an annual fee of 0.85% of the fund value is chargeable, which is deducted on a monthly basis from the funds we look after for you. For example, a £50,000 portfolio would attract an annual fee of £425.

If a Cashflow Forecast is required at outset, a one-off financial planning fee ranging from £500 to £1000 is payable. If investment advice is also required, the advice fee will be discounted by the amount paid for the initial financial planning.

New Investments

For new investments an initial fee of up to 3% of the amount invested is chargeable. For example, a new £20,000 investment would attract a charge of £600. This figure can be reduced for larger cases. This amount is deducted from the investment, so no cheque is required.

Protection Products

For protection business (life cover, critical illness cover and income protection) a commission is received so no fee is chargeable.

Wills and Lasting Powers of Attorney

Set fees are chargeable. Wills start from £195 and LPA's from £250.

Trusts

For our Trusts Service, prices vary dependent on type of trust used.

We don't charge you to talk to us!

We do NOT charge for sending you letters, talking to you on the phone and answering your emails. You can talk to us for as long as you like without worrying about whether the clock is ticking and you are running up a big bill.