How much will it cost?

We understand that one of the first questions you may have is about our fees (it’s what we would ask if we were you). So we like to be clear about this from the start.

The first meeting will always be at our expense. This is a chance for us to get to know each other. We will identify ways that we can assist you, and you can judge if you would like to work with us.

If you would like to work together we will be able to give you a breakdown of the costs involved. This can be summarised into three areas:

1) The Plan

This contains advice on the options available to you to achieve the goals we identified through our meetings. This is charged at a flat fee agreed in advance.

2) Making it happen

You are of course free to walk away with the report and implement the advice yourself, or you can ask us to do it for you.

3) Reviewing the Plan

Things change, so if you want, we can monitor your plan and report into you on a regular basis to ensure that everything stays on track.

If you prefer, we can work on a time cost base at £150.00 per hour; or even a combination of all of the above. We can also agree project fees where it is more appropriate.

The most important thing for us is to deliver value for money.

If you haven’t worked with an independent financial adviser before, we thought it might be helpful to give you an indication of the likely costs based on a one off advice transaction. You can find some examples of our fees here