Fees

We charge competitive, transparent fixed fees

We believe the fees our clients pay are:

Clear.
Competitive.
Not complicated.
Not conflicted.

We don't:

Charge exit fees.
Charge fees for topping up investments

Our initial advice fee ranges from £4,000 to £7,500

There is no additional charge for implementation.

How does this compare?

Research from the FCA estimates initial fees to be 2.4% and total ongoing fees of 1.9% per annum.

For a client with £1,000,000 to invest, this equates to an initial fee of £24,000 and ongoing fees of £19,000 per annum.

In this scenario, our initial advice fee would be in the range of £4,500-£5,500 (0.45%-0.55%), with total (advice, platform and funds) ongoing fees around £12,000 (1.2%) per annum.

Fees

We charge competitive, transparent fixed fees

Our initial advice fee ranges from £4,000 to £7,500

Our ongoing advice fees start from £5,000 pa.

How does this compare?

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Fees

We charge competitive, transparent fixed fees​

Our initial advice fee ranges from £4,000 to £7,500

Schedule an introductory meeting

Sign up for news on retirement financial planning

Get in Touch

We charge competitive, transparent fixed fees