Transparent charges, tangible benefits

Our value

It’s important to note a growing body of research which shows the value of financial advice and planning. This includes:

A 2017 report by Royal London and the International Longevity Centre showed that, on average, people who work with a financial adviser boost their assets by up to £43,245.

A recent study by Vanguard identified seven key areas where advisers can add value, estimating values for each area. The total sum was discovered to be around 3% per annum.

We believe passionately in providing a financial planning service that genuinely adds value to our clients. The stages at which we charge are as follows:

Initial meeting: An initial meeting, to establish how we can help you, is provided free of charge.

Financial advice: A fixed fee based on the complexity of your situation and the time it takes us to develop and deliver our advice.

Independent research and implementation: A fee to cover the cost of implementing our advice.

Regular reviews: A fee to ensure we can adapt your plan, should your circumstances change, to ensure it remains in line with your aspiration.

All fees will be agreed before we proceed with any work. We will never complete any work without explaining the charges involved first.