Our fees can vary from case to case as the service is so varied and individual. There are fixed fees for creating a financial plan or a one-off transaction. We also have a retainer based fee for clients who have an ongoing relationship with us, delivering their financial plan, organising their finances and managing their investments.
In every case, we will meet with you, listen to your situation and give you a quote. There is no charge for our initial meeting for this very reason. We will never do any work until you have a full breakdown of the charges and have signed our fee agreement.
When we invest your money or purchase a financial product on your behalf we will also give a complete breakdown of all the provider charges, for instance within funds and platforms.