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Japanese Tree Blossoms

What good financial planning is worth.

And exactly what it costs.

Here's how our fees work:
(and how we compare).

We work with clients at different stages of life and different levels of financial complexity. The three tiers below give you a sense of where you might fit, and what you'd typically pay.

All figures on this page are estimates. Your actual fee will be agreed with your planner before any chargeable work begins.

Here's how our fees work, depending on where you are and what you need.

1.

Our Initial Advice

We work with clients at different stages of life and different levels of financial complexity. The three tiers below give you a sense of where you might fit.

Tier 1:

Starting Out

Typically individuals or couples who are employed, saving for the future, and want to get a proper plan in place. You might have pension pots, some savings, and a sense that you should probably be doing more with them - but you're not sure where to start.

£2,500 - £3,750

Tier 2:

Building

Couples or individuals with a more established financial picture - perhaps a mix of investments, a deferred final salary pension, or property. Often self-employed or running a limited company, where the financial decisions are a bit more involved.

£4,000 - £7,000

Tier 3:

Established

Families or individuals with a significant level of assets and more complex planning needs. This might include profit extraction from a company, a business sale, school fees planning, or estate planning. Often involves working alongside your accountant, solicitor, or other advisers.

£7,500 - £10,000

These ranges are a guide. Your final fee is agreed with your planner once we understand your situation properly.

2.

Our Ongoing Advice

Once your initial plan is in place, most clients choose to stay with us on an ongoing basis. That means regular reviews, someone to call when things change, and a plan that keeps moving with you.

Our ongoing fees are fixed and agreed individually, based on the time and complexity involved in looking after your financial affairs properly. For reference, we also quote a percentage equivalent in our disclosure documents.

Fixed

Depending on Complexity

How we compare

Not sure where you sit? Use the tool below to get a ballpark estimate based on your situation, including how our fees compare to the market average.

The figures shown are estimates based on the tier and asset level you select. Your actual fee will be agreed with your planner before any chargeable work begins.

FAQs

A few questions we get asked a lot from our clients.

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Let's get started.

We want our clients to wake up in the morning with purpose and have peace of mind to sleep soundly at night.

Book an initial chat with us below to see how we can help.

Contact Us.

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01179 923 820

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Ellis Davies Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. You can find Ellis Davies Financial Planning Ltd  on the FCA register by clicking here. Reference number: 938369 Registered in England. Company number 10550096 You can view our Privacy Policy, Cookie Policy and Privacy Notice here.

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