Our Costs

Initial discussion

This is where you can tell us what you are looking for and we will outline our services; there is no commitment from you and no advice from us, either personal or generic

Free of charge

Information gathering

To produce some outline guidance via cashflow forecasting for a range of different potential scenarios that meet your objectives.

Fixed fee £100

Provider recommendation & report

If you wish to proceed with our recommendations, we will research and recommend specific providers’ products, fully outline all the associated costs for you, give you key information about each product and assist you in completing all the necessary application forms and paperwork.

Fixed fee £500

Implementation

Investment (single product)

• Up to £100,000 – 3%

• £100,001 and above – £3,000 fixed fee

IHT mitigation planning

£3,000 fixed fee for research & recommendation.  £750 arrangement fee

Annual suitability assessment & planning

Ongoing reviews specifically agreed with you to review the progress made and ensure your plan remains on track.

0.5% of the value of investments

Investment amount

Charging structure

Initial amount payable

Standard review fee

Annual review cost

£30,000

3% of investment

£900

0.5%

£150

£50,000

3% of investment

£1,500

0.5%

£250

£150,000

Fixed fee

£3,000

0.5%

£750

£250,000

Fixed fee

£3,000

0.5%

£1,200

£500,000

Fixed fee

£3,000

0.5%

£2,500

£750,000

Fixed fee

£3,000

0.5%

£3,750