The first meeting will always be free of charge so we can explore your needs to see if we are able to help you and most importantly, for you to feel comfortable that you want to work with us.
Simply call 020 3882 1034 or click here for our online enquiry form and we will contact you.
If you decide to employ us as your adviser, we will provide you with a full fee breakdown for any initial advice and implementation before you make your decision. You can decide if you want us to take our fee from your pension or investments or pay us directly.
Our fees are extremely competitive. We operate a tiered fee structure to ensure that we are offering a fair deal to all our clients, no matter how much money you have available to invest. We believe this represents excellent value for money, whilst enabling you to have more of your money invested to help you achieve your financial goals.
Pension & Investments
To give you a guide to the fees we charge for initial advice and implementation, if you invested £100,000 through us the fee would be £2,000 and if you invested £500,000 through us the fee would be £5,000. These fees are only a guide and they could be different depending on your circumstances and how much work is required.
For protection advice we will receive commission from the insurance provider.
We do not charge any additional fees for this service.
Ongoing Service Fee
We charge an ongoing service and advice fee to make sure you stay on track to achieve your goals. Below we have provided a summary of the three levels of ongoing service we offer and we can discuss with you which is the most appropriate for your circumstances. If ongoing service is not appropriate or required then this fee will not be charged.
All fees will be discussed with you at outset and will be provided in writing in our engagement letter before you commit to working with us. All fees can be negotiated if your circumstances require a different fee structure.