We believe that charging fixed fees is more transparent and fairer to our clients.

Our fixed fees are based on a number of factors and take into account:

  • Your overall wealth - we will typically exclude your main residence and any assets we don’t advise on.

  • Complexity - where we are recommending several inter-connected financial planning strategies.

  • ‘Family’ structure - where we advise on multi-generational wealth, trust or business assets.

These factors will likely influence the amount of time we expect to spend on your financial planning.

We will always discuss and agree a fee with you before carrying out any work on your behalf.

We apply our fixed fees to the following services:

 

 

Financial Plan

Advice & Implementation

Ongoing Management & Strategy Review