your friends in finance

Fees: no nasty surprises

Everything we do is based around our belief that advice and communications should be open, honest and transparent.

We keep everything as straightforward and simple as possible and we will always agree any costs upfront with you.

We charge a maximum of up to 3% of any single premium investment or retirement premium subject to a minimum fee of £300.

This includes first steps, exploration and navigation services, which comprises; the cost of any initial and subsequent meetings, researching, designing  solutions and presenting and implementation of the recommendation(s). This also covers liaising with any product providers on your behalf.

 

Ongoing advisory fee

We charge a maximum of 0.75% of the funds under management, in order to cover the costs of our ongoing review process and to ensure that your plans and needs are on track.

We believe that this represents excellent value for money and compares extremely favourably with our competitors, and also believe this to be an extremely transparent pricing structure.