Our approach to fees
The value of great advice
It’s important to us that we’re upfront about our costs, because we know it’s important to you that those costs are fair, transparent, and reflect the work involved. With us, there are no hidden charges, no surprises, and no fees for our initial meeting.
You will only ever pay for actual services, including:
- A full financial plan tailored to your circumstances, covering pension and retirement planning, inheritance/tax planning, investment strategy, and cash-flow forecasting.
- Implementation of any agreed recommendations to help put your plan into action.
- Ongoing support where required, including the management of invested assets, periodic reviews and adjustments, and guidance as your financial situation or goals change.
- Access to our expertise and experience whenever you need it.
Where fees are applicable, we will always quote a fixed or clearly agreed fee before proceeding. We’ll always treat you and your money with the respect you deserve, which means we’ll never begin without your express agreement to both the plan and the cost.
What this means for you
A structured plan can help you navigate change, understand what to expect, and take hold of your future. An experienced guide can help you avoid costly mistakes, reduce financial worries, and stick to a clear roadmap. Together, they can increase the likelihood that you reach your goals.
Working with us, you get all of that and so much more. You pay for a plan, but you’ll always receive a relationship built on experience, integrity, and genuine interest in your future.
- More than a third of advised clients in the UK say they are £40,000 or more better off thanks to professional financial advice, according to Standard Life.
- In a decade, that advice could boost wealth by £47,000, Royal London found.
- 80% of clients said having an adviser improved their overall wellbeing, and 88% agreed that advice gives them peace of mind, says Aviva.
