Fees
How our fees work
Your initial meeting and our recommendations come at no cost. You only pay if you ask us to put our advice in place, with a one-off initial fee, and then an annual fee if you'd like ongoing support.
A tiered fee based on the amount we advise on, so the overall rate falls as your investment grows.
Choose the level of service that suits you. Most services are included; a few extras are always agreed in advance.
What happens, step by step
Initial meeting
A video call to understand your goals and current situation.
No cost
Your recommendations
We research the market and build your personalised advice, then take you through it. You decide whether to go ahead.
No cost
Putting it in place
Only if you ask us to implement our recommendations do we charge the one-off initial fee, confirmed in writing first.
Initial fee
Ongoing service
If you'd like us to keep your plan on track, choose Lite, Core or Wealth for regular reviews and support.
Optional annual fee
We don't advise on defined benefit (final salary) pension transfers.
Investments and the income from them may go down as well as up, and you may get back less than you invest.
Want to know more?
Book an initial meeting by video call. Our recommendations come at no cost; you only pay if you'd like us to put them in place.
Just want the price? There's no form to fill in and no need to give us your details. Our fees are set out in full on the initial fees and ongoing service pages.
