Our Fees
The first meeting will always be free of charge so we can explore your needs to see if we are able to help you and most importantly, for you to feel comfortable that you want to work with us.
Simply call 020 3882 1034 or click here for our online enquiry form and we will contact you.
If you decide to employ us as your adviser, we will provide you with a full fee breakdown for any initial advice and implementation before you make your decision. You can decide if you want us to take our fee from your pension or investments or pay us directly.
Our fees are extremely competitive. We operate a tiered fee structure to ensure that we are offering a fair deal to all our clients, no matter how much money you have available to invest. We believe this represents excellent value for money, whilst enabling you to have more of your money invested to help you achieve your financial goals.
Pension & Investments
To give you a guide to the fees we charge for initial advice and implementation, if you invested £100,000 through us the fee would be £2,000 and if you invested £500,000 through us the fee would be £5,000. These fees are only a guide and they could be different depending on your circumstances and how much work is required.
Protection Advice
For protection advice we will receive commission from the insurance provider.
We do not charge any additional fees for this service.
Ongoing Service Fee
We charge an ongoing service and advice fee to make sure you stay on track to achieve your goals. Below we have provided a summary of the three levels of ongoing service we offer and we can discuss with you which is the most appropriate for your circumstances. If ongoing service is not appropriate or required then this fee will not be charged.
Bespoke Service
This ongoing service level is tailored to each client depending on your circumstances. This service is aimed at clients who have more complex financial affairs who might need help with trust planning, tax & IHT planning, or who have larger amounts to invest that want a more active approach. It will come with some services below as standard:
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6 monthly review of all your investments
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Access to your adviser by phone, email and face to face meetings as often as you need
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Annual Lifestyle & Wealth Planning strategy (Cash Flow Modelling)
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Quarterly investment updates
Cost for this service is: £5,000 pa (This can be taken from your investments or paid directly to us)
Premier Service
This ongoing service level is aimed at those clients who don’t need or want as much ongoing contact with their adviser. It may be suitable for clients who have between £200,000 to £500,000 to invest either in an investment portfolio or pension plan. It will come with some services below as standard:
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Annual review of all your investments – face to face meeting with your adviser.
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Access to your adviser by phone and email as often as you need
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Quarterly investment updates by email
Cost for this service is: £2,500 pa (This can be taken from your investments or paid directly to us)
Standard Service
This ongoing service level is aimed at clients who don’t require any ongoing face to face meetings with their adviser and are happy to have all contact by phone and email. It may be suitable for clients who have between £50,000 to £200,000 to invest either in an investment portfolio or pension. It will come with some services as standard:
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Annual review of all your investments – by email or phone
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Access to your adviser by phone or email
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6 monthly investment statements
Cost for this service is: £1,000 pa (This can be taken from your investments or paid directly to us)
All fees will be discussed with you at outset and will be provided in writing in our engagement letter before you commit to working with us. All fees can be negotiated if your circumstances require a different fee structure.