Fees & charges

Financial planning review

Initial meeting

Fact find and risk profiling

Review of major areas of financial planning relevant to circumstances

Report on findings

Access to financial adviser with ongoing guidance and mentoring for an agreed period

Fee: £500

Investment portfolio review

Initial meeting

Analysis of portfolio and asset allocation

Review of charges and tax efficiency of existing arrangements

Report on findings

Access to investment adviser with ongoing guidance and mentoring for an agreed period

Fee: £250

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Ongoing Advice

Ongoing advice and monitoring of portfolios (funds and index funds).

Ongoing discussion of major areas of financial planning relevant to circumstances.

Continuous access to adviser.

Fee: Between 0.35% and 0.60% of assets under advice, depending on the complexity of the portfolio arrangements and overall investment mandate.

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Pension advice

A comprehensive review service on pensions, including consolidation and reorganisation.

Fees are highly competitive, and negotiated in an equitable way dependent on the nature of the work involved.