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020 3740 5856

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"The best thing money can buy is financial freedom."
Rob Berger

Our services and our fees

There are three clear parts to the service we provide.

The first is meeting you, listening and finding out all we can about you. This initial consultation is on us.

The second is creating your financial plan. This focuses on what you have told us and your goals for yourself and your family. Here, we charge a percentage of the amount you invest. 

We will charge at a rate of £250 per hour for generic advice or for a report or where no investment product is set up.

Our charges are shown below:

Investment Amount Charge
On the first £250,000
2%
On the next £250,000 (i.e. £250,001 - £500,000)
1%
On the next £500,000 (i.e. £500,001 - £1 m)
0.5%
On the remainder (i.e. £1 m plus)
0.25%

The third is the ongoing relationship, advice and maintenance of your plan. 

We offer different levels of support and cost, which your adviser will discuss with you.

Investment Amount Wealth Building Income Withdrawal
On the first £250,000
0.75%
1%
On the next £250,000
0.5%
0.75%
£500,000 plus
0.25%
0.5%

For more information, please download our menu of services and fees brochure.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser is very knowledgeable in the areas of investments and pensions. I found her very thorough and look forward to an ongoing relationship.
AJ - Dartford
5/5
I have known my adviser now for a number of years. It was the best recommendation I have ever had. He rescued me (and my finances) from a poor investment portfolio and turned it around completely.
MI - Ealing
5/5
My adviser responded quickly and visited me at home. Very clear and helpful in identifying my needs and attitude to risk. Explained the costs, options and processed the implementation of the plan efficiently.
TN - Kent

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