How we are paid
Many potential clients ask us at an early stage, “What are your fees?”
Naturally, people want to know what something will cost before they make any decisions. We strive to ensure that all charges are clear and transparent from the outset.
We are likely to hold initial discussions with you at our expense. We believe that this is the fairest way of helping you to make an informed choice on whether to take things forward.
Following this, there will be charges for our detailed analysis, advice and recommendations. These charges will cover all our research, our professional responsibility and the ownership of your plan.
Strategy fee
This covers us getting to know you, understanding your needs & objectives, our initial research, analysis, preparation and presentation of appropriate recommendations.
- Based on investment of £250,000, this would typically be £795.
- Based on investment of £500,000, this would typically be £995.
- Based on investment of £1,000,000, this would typically be £1,495.
Implementation fee
This is the cost for us to put your plan in place, establish any new arrangements, and take responsibility for your money.
- Based on investment of £250,000, this would typically be £7,500 (3%).
- Based on investment of £500,000, this would typically be £10,000 (2%).
- Based on investment of £1,000,000, this would be £10,000 (1%).
People’s needs, circumstances and complexity levels vary enormously so a tailored proposal will be provided once we have discussed and assessed your needs. We will explain and confirm all of our advice fees before we begin any work.
