Clear, Fair, and Transparent Fees—No Hidden Charges
Discover how our straightforward, structured fees add value at every stage of your financial journey.
Is Financial Planning Worth It?
Our Three Simple Fees
The Financial Plan – £3,000
Wondering how much you need to save? Already have enough? Want to gift money or handle an inheritance?
This is where we answer those questions and create a structured, personalised financial plan for you.
Implementation – £0 or 1% (min. £3,000)
If you’re introduced by one of our lovely clients, we waive this fee!
If not, we charge 1% of the amount invested, subject to a minimum of £3,000.
This covers getting your finances organised, implementing the plan, and ensuring your investments are set up correctly.
Ongoing Planning Service – 1% (min. £3,000 per year)
Want peace of mind, knowing your finances are managed while you focus on enjoying life?
For ongoing financial planning and investment management, we charge 1% of assets under influence, subject to a £3,000 per year minimum.
No Surprises, No Lock-Ins
Let’s have a conversation—no pressure, no jargon, just clarity and confidence.
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Our minimum fees increase each January in line with RPI inflation.
Ongoing fees are payable monthly—either deducted from your investments, paid by standing order, or a mix of both.
No tie-ins—you can stop advice fees at any time, no strings attached.
For larger portfolios (£2M+), we reduce the ongoing fee percentage—this will be discussed individually.