The typical fixed fees for our Foundation Financial Planning Service are set out below.
We always aim to be fair and transparent and will take a pragmatic view where your investible assets are on the threshold of a higher tier especially if your financial situation is relatively straight-forward.
We will always discuss and agree a fee with you before carrying out any work on your behalf.
Initial Fee
We charge an initial fee of £300.00 which covers the cost of our initial advice.
Tier 1 - £50.00 per month*
Investible Assets: Up to £75,000
TIER 2 - £100.00 per month
Investible Assets: £75,001 - £150,000
Tier 3 - £200.00 per month
Investible Assets: £150,001 - £300,000
*For those just starting out making regular investments, we may charge an assets-under-management fee.
Tier 4 - £300.00 per month
Investible Assets: £300,001 - £500,000