How we charge
Clear & transparent
We keep things simple. We disclose our costs in full, so you know exactly what you're paying. There’s no hidden costs, no small print and you'll never get an unexpected bill from us.
Our fee guarantee
We only work with clients where we know we can add substantially more value than we charge. If you don’t feel you’ve received great value, we offer a full refund, no questions asked.
No long-term contract
We don’t tie our clients down with long term contracts, you can opt-out at any time. There are no exit barriers and no termination fees. It's on us to prove that we're worth it.
Our fees/charges
We believe in transparent pricing. The below table summarises our fees/charges. The exact £ will depend on ‘which type’ and ‘how much’ advice you require.
Your circumstances/needs may be different to those shown above. If this is the case, your charges may be higher/lower.
Our full terms of business are available here.
Our golden rule
We only work with clients where we can add significantly more value than it costs to work together. Our fee should be a fantastic investment for every client.
If for any reason you’re not entirely satisfied with the service you receive, we offer a full refund, no questions asked.
What makes us different?
We offer an initial financial consultation to determine whether we’re able to help. Only where we believe we can add significant value to your finances will we suggest working together.
If you decide to become a client, we charge a fixed, flat fee for the design and build of your financial plan. This only becomes payable at the end, once you’re completely satisfied with the work we’ve done for you.
For ongoing planning and management, we charge a fixed monthly retainer and a small investment percentage fee. We don’t tie our clients down with long term contracts, you can opt-out at any time.
Contact us
Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.