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Our Fees

Financial Planning Fees

We operate a simple and transparent charging structure. We don’t hide any costs from you so you’ll know ‘up front’ exactly what you have to pay before we undertake any work.

Following an initial meeting, the cost of which is met by us, we will write to you summarising our discussions and detailing the costs of any services we have agreed to offer you.

Our fees will vary dependent on the complexity of your situation, however typically you can expect to pay:

  • Financial Plan Fee - £700
  • Implementation Fee - 1.5% of the amount invested (subject to a minimum of £750)
  • Ongoing Review Fee - 1% of the value of the investment under management (subject to a minimum of £750)

For further details you can download our client agreement here

Mortgage Fees

There will be a separate fee for arranging your mortgage.

We do not charge a fee for insurance advice but instead will receive commission from the product provider.

There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £497.

For further details you can download our Keyfacts about our mortgage & insurance services here