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You can contact us on 01633 859555 or [email protected]. Initial meeting is free of charge.

Upfront Fees

Financial Plan - £2,500.

Investments up to £500,000 - £5,000.

Investments between £500,000 and £1,000,000 - £7,500.

For a fixed fee on complex / trust / charity or family investments above £1 million, please contact us.

Ongoing Fees

£2,500 fixed fee per annum

  • Annual financial planning review / cashflow
  • Quarterly portfolio report (with update call from the adviser)
  • Tax / investment planning / pension advice
  • Quarterly update call with paraplanner / adviser
  • IHT report

£5,000 fixed fee per annum

  • Two financial planning meetings / including a meeting with the investment manager
  • Complex tax planning (VCT / EIS / Transitional protection)
  • Quarterly portfolio report
  • Full IHT review with report
  • Quarterly update call with paraplanner / adviser
  • Annual call with accountant / solicitor
Chartered Financial Planners
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