Our Fees

Our advice service is designed to be flexible and affordable and our fees reflect the work required and the complexity of your situation. Before we begin, we will always:

• Take the time to understand your circumstances and goals

• Provide a clear, written outline of our recommendations and costs

We won’t proceed with any work until you are completely comfortable with both the advice we’re providing and the fees involved.

If you choose to work with us, our ongoing charges are typically linked to the value of your investments. We will always explain our fees in full, so you know exactly what to expect from the outset.

Your first consultation

Your initial meeting with us is free of charge and comes with no obligation. It’s an opportunity for us to get to know you, understand your financial position, and explore how we can help - whether that’s through financial planning, protection, or investment advice.

Following this meeting, if we both feel our services are right for you, we will provide a Recommendations Letter outlining the areas where we recommend advice and clearly confirming our fees.

We’ll only begin work once you’re happy with the agreement and our Terms of Business, ensuring everything is transparent and agreed from the start. Your advice fee, also referred to as an ‘initial fee’, covers our advice in relation to:

• Reviewing your existing investments and financial affairs

• Setting up a financial plan for you

• Where it’s in your best interests, making recommendations on investment solutions which are suitable to help you meet your goals

Use our calculator below to work out our initial advice fee.