Clear.Fair.Fixed Fees

Unlike most advisers, we don’t charge a percentage of your investments.
Our fees are fixed and based on the work and complexity involved — so you’ll always know exactly what you’re paying for.

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ouR cornerstone service

Lifestyle Financial Plan

We’ll take you on a journey that will enable you to live your very best life. Your Lifestyle Financial Plan is the most exciting part of our work together. It allows you to visualise and model different scenarios and, from there, we’ll form a strategy based on which scenario will turn your goals into reality.

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Lifestyle Financial Plan

£1800

Your Lifestyle Financial Plan includes:

  • Lifestyle Financial Plan outlining your strategy
  • Cashflow modelling to map your financial future
  • Bespoke strategy to meet your lifestyle goals
  • Execution roadmap for your plan
  • Peace of mind: know where you are and where you’re heading

Putting your plan to work

We implement the recommendations from your Lifestyle Financial Plan, handle the admin, and keep you updated at every step. It’s transparent and hassle-free. Choose from three implementation tiers based on your needs and complexity.

Tier 1

£1,500

  • Assets typically below £250,000 and a basic-rate taxpayer
  • Single pension setup or transfer (DC)

Review or setup of a single investment wrapper (i.e. ISA, GIA)

Tier 2

£3,000

  • Assets typically below £500,000 and a higher-rate taxpayer or company owner/director
  • Review and/or consolidate several pensions
  • Set up multiple investment wrappers

Provide specific advice on retirement planning (i.e. income drawdown)

Tier 3

£5,000

  • Assets typically above £500,000 and a higher-/upper-rate taxpayer or company owner with multiple entities
  • Complex pension requirements including commercial property
  • Review and setup of multiple complex investments including corporate investing

Provide specific advice on retirement planning (i.e. income drawdown).

ONGOING CARE

Stay on track, year after year

Life changes. Your plan should too. Our Ongoing Client Care Program keeps your lifestyle plan current and your finances aligned.

Tier 1

£150pm

Tier 2

£300pm

Tier 3

£500pm

Pricing matches your implementation tier, billed monthly

You get:

  • Two planning meetings each year
  • Unlimited phone and email access
  • Investment portfolio management
  • Tax and investment strategy updates
  • Liaison with your accountant and other professionals
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Fixed fees mean transparent, predictable costs and no percentage charges on your investments.

Get in touch

Not sure which tier fits you? That’s normal.

Book a free Discovery Call and we’ll talk through your situation and confirm the right level of service and fees before you commit.

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