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.
 |
 |
INITIAL SERVICES |
GETTING THERE | NEARLY MADE IT |
|---|---|---|
| Your assets plus household income | £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 | ||
| INITIAL FEE | £1,250 | £2,500+ * |
ONGOING SERVICES |
||
|---|---|---|
| Telephone and/or email access to your planner | ||
| Access to your MoneyHub dashboard and online resources | ||
| Monthly online newsletter | ||
| Regular staying on track updates | ||
| Ongoing investment/ pension reviews | ||
| Face-to-face or online planning meetings | 2 per year | As required |
| ONGOING FEE | £115 PER MONTH | £230+ PER MONTH* |
*depending on assets and income
