Financial Planning Charges

We provide an initial strategy report taking into account your current situation, objectives and current investments. Our fees will vary depending on the complexity of your particular case, and the specific work we undertake on your behalf. We will agree a fee for the initial report with you prior to commencing work.

To ensure your objectives are being met we charge an annual fee. This covers the review procedure and the provision of on-going advice throughout the year. In this way we are able to provide a service that is advice based and not dependent on whether or not you actually decide to invest in investment products. It also ensures that all areas of advice are covered and our clients feel they can contact us without the ‘clock ticking’.

All fees are totally dependent on the time, complexity and values of the situation but are in any event subject to a minimum fee of £750 plus vat