Our fees

Delivering a personal service

We know how important it is for an advisor to be transparent and honest. That’s why we’re clear about how we charge, and all fees will be agreed on at the first meeting. This allows you to feel safe in the knowledge that there will be no hidden costs along the way. All initial meetings are held at our expense as this is where we figure out if we can work together.

As a point of reference, for clients wanting an ongoing independent advice service, our standard set up charges are 1.5% of anything advised on, with a minimum of £750 and a lifetime cap of £3,000 per household. We also charge an ongoing fee of 0.50% to provide ongoing independent financial planning where required. This ongoing fee is subject to minimum thresholds dependent upon the level of service needed.

For clients wanting a one-off advice service, our charges are 5% on the first £25,000 advised on, 3% on the next £175,000 and 1% on the remainder. These fees are subject to a minimum fee of £1,500 and a maximum fee of £15,000.

For a full list of our charges, please find attached our Terms of Engagement