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What good financial planning is worth.
And exactly what it costs.
Talking about money can feel awkward. Talking about what you're paying someone to help you with your money can feel even more so. We get that - which is why we put our fees on the website and make sure you know exactly what you're paying before you commit to anything.
What you pay for.
Before we get to the numbers, it's worth saying something about what you're actually getting.
1.
A partner on your side.
Good financial planning isn't just investment management or pension paperwork. It's having someone in your corner who understands your full picture - where you are now, where you want to get to, and what might get in the way.
2.
Confidence
Working with a financial planner gives you the confidence to make big decisions without lying awake wondering if you've got it wrong.
3.
Outsourcing your stress
A key benefit of working with a financial planner is knowing that someone is keeping an eye on things even when life gets busy and your finances drop down the priority list.
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 scenarios 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
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.
Calculator goes here
FAQs
A few questions we get asked a lot from our clients.
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