Money doesn’t always lead to happiness, especially if you lie awake at night worrying about how best to protect your wealth. Financial planning can give you the peace of mind you’re searching for, and there’s much more to it than just placing the right investments.
With us, you’ll deal with experienced financial professionals who’ll take the time to understand the ambitions you have for your life, not just your wealth. We’ll always be completely transparent about the reasons behind our recommendations, and that transparency is reflected in our simple, no-frills pricing structure.
However simple or complicated your current position or future aspirations are, you’ll pay a fixed fee of £2,000 for a full financial plan from us, which will include our expert recommendations and cashflow modelling.
If you’d like us to implement any recommendations e.g. setting up investments, you’ll typically pay a flat fee of £1,000 (unless otherwise agreed for particularly complex work). This is all in, not per-product.
If you’d like us to continue supporting you and looking after your investments, you’ll pay 1% of the assets under our management. (*Subject to a minimum annual fee of £2,000 – any shortfall will be invoiced.)
Whether it’s knowing when you can retire or getting reassurance about your position, you’ll feel empowered by the insight your plans will provide.
