Fees

We recognise the need for independent, impartial advice and believe the only way of truly delivering this is by charging fees for all financial planning and investment advice. We believe that this is the best approach as not only is it both clear and transparent, but in many circumstances can also ensure excellent value for money.

We have shown below an example of fees payable for a full financial planning service:-

• Creating statement of assets/ laibilities and cash flow - £1750 - £2000
• Planning recommendations - Charges based on hourly rates
• Placing of investments - 1%
• Annual fees - 0.75% reducing depending on size

Financial planning fees are normally calculated on a time, expertise + added value basis in a similar way to your accountant or solicitor. Any commissions or payments arising from all third party sources are disclosed and offset against fees due, passing on the full benefit to you.