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:

  • Lifestyle Wealth plan: A fixed fee based on the complexity of your situation and the time it takes us to develop and deliver our advice.
  • Implementation charge: A charge to cover the cost of implementing our recommendations.
  • Ongoing Service charges: Charges to ensure your financial plan remains on track to achieve your objectives and goals.

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.

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