Pricing
Clear, transparent pricing designed to support you at every stage of your financial journey.
Getting Started
A transparent, tiered charging structure designed for a smooth start with pension and investment advice.
(£250,001 to £500,000)
Ongoing Support
Continued guidance to help you stay on track and adapt as your goals change. The ongoing fee is deducted from your investments monthly. Where you choose an ongoing service, you can cancel this at any time.
Based on total portfolio value.
One-Off Advice
For support or specific financial questions without a long-term commitment.
Ideal for one-off advice, a second opinion, or help with a specific financial decision.
FAQs
We believe our fees should be simple, transparent, and easy to understand. These frequently asked questions explain how our pricing works and what you can expect when working with us.
01
How are your fees structured?
arrow_downwardOur fees are structured across three areas: an initial fee for getting started, an ongoing fee for continued support, and a simple hourly rate for one-off advice. Each is designed to reflect the level of support you need.
02
How does the initial fee work?
arrow_downwardThe initial fee is tiered based on the amount you invest. This means different portions of your portfolio are charged at different rates, making the structure fair and proportionate as your investments grow.
03
What does the ongoing fee include?
arrow_downwardThe ongoing fee covers regular reviews, ongoing advice, and continued support as your financial situation evolves. It ensures your plan stays aligned with your goals over time.
04
Are there any hidden costs?
arrow_downwardNo. All fees are clearly explained and agreed in advance. We believe in complete transparency, so you always know exactly what you are paying and why.