Our Fees

Our fee structure is designed to be simple, transparent and, above all, allow us to provide a value for money service. We want to keep our financial planning fees as low as possible so that you will be better off by working with us.

We believe in fixed monetary fees rather than charging as a percentage of the asset or investments you have. You will always know exactly what you are paying and can be assured we have no financial motive to recommend investment products that are not completely necessary for your financial plan to succeed.

We offer a free, no obligation initial chat, either over the phone, online or face-to-face.  Beyond that, the amount you pay will be largely based on how far along the road to financial freedom you are, the assets you have and your household income.

Our fees are listed in the table below and please check out our charging philosophy for more information.

 

What We Do Graphic

Initial services

Starting out Getting there Nearly made it
Your assets plus household income £50K to £240K £240K to £500K £500K and above
Free 'Can we help' chat (no charge)
Discovery meeting
Planning meeting
Financial freedom plan
Life cover review
Existing investment/ pension review
Six months ongoing advice included

Ongoing Services

Telephone and/or email access to your planner
Access to your MoneyHub dashboard and online resources
Weekly online newsletter
Regular staying on track updates
Ongoing investment/ pension reviews
Face-to-face planning meeting at least once a year 1 per year 2 per year As required
Cost of additional product implementation included

*depending on assets and income

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