It’s important to note a growing body of research which shows the value of financial advice and planning. This includes:
A 2017 report by Royal London and the International Longevity Centre showed that, on average, people who work with a financial adviser boost their assets by up to £43,245.
A recent study by Vanguard identified seven key areas where advisers can add value, estimating values for each area. The total sum was discovered to be around 3% per annum.
When it comes to our fees, we pride ourselves on being fair and transparent, offering a value for money service that, in turn, adds value to the people we work with.
We always discuss fees, either before or during the first meeting.
There are three stages in the financial planning process where we charge:
Naturally, our discovery meeting is a chance for you to get to know us, our services and our fees: there is no charge for this meeting.
If you would like to speak to a member of our team, please enter your details below and we will be in touch.