Our Fees

Our Fees

We don’t charge for initial meetings or discussions with new clients. For any service that you select we will explain the charges and obtain your written consent before proceeding.

To provide you with clear and upfront information on our charging structure we have detailed our typical fees below. Click a tab to see more on each service.

  • No initial advice fees
  • If you proceed with a product that we have recommended, we will charge a percentage of the assets under consideration. This is based on 3% of the asset value, which reduces on a tiered basis for larger investments.
  • No initial advice fees
  • If you proceed with a product that we have recommended, we will charge a percentage of the assets under consideration. This is based on 3% of the asset value, which reduces on a tiered basis for larger amounts.
  • Estate Planning Report £895 (payable upfront).
  • This covers a detailed review of your affairs with a qualified financial adviser, followed by a bespoke report highlighting your options and tailored recommendations to reduce your inheritance tax liability.
  • If you proceed with a product that we have recommended in the report additional charges may apply, however this will be offset by the initial £895 already paid.
  • Additional charges are based on a percentage of the assets under consideration. This is based on 3% of the asset value, which reduces on a tiered basis for larger amounts.
  • Advice and arrangement fee of £995 (payable on completion)
  • This covers a review of the market and full support throughout the application process until completion.
  • We will also receive a commission from the product provider.
  • No advice or arrangement fee
  • We will receive a commission from the product provider.
  • Advice and arrangement fee of £495 (payable on completion)
  • This covers a review of the market, including offers only available to intermediaries and direct from lenders.
  • We will also receive a commission from the product provider.

Speak to one of our trusted, independent advisers today