First of all we know what you’re thinking…..wow a financial planning company prepared to list their pricing! Well pricing is really important to us as we believe excessive costs can seriously damage your wealth. You will find that a lot of financial planning companies will charge you a percentage of the investment/pension money you transfer to them. There are three problems with this:
- There is more likelihood of bias in their recommendations. After all, if you don’t invest/transfer they don’t get paid.
- The people investing larger sums of money are paying more for the same level of service as those investing smaller sums. Is that really fair?
- Ongoing percentage fees grow significantly over time for no extra work.
We only charge fixed fees and our pricing provides some of the best value in the profession. We are always very clear about our costs and there will never be any hidden fees.
More details can be found in our Client Agreement which can be downloaded here.
No initial implementation advice charges!
That’s right we do not charge any initial implementation advice fees for the work we do. Just 3 simple ongoing client packages.
3 Simple Client Servicing Packages
We have a range of optional ongoing service packages which provide incredible value and remember you don’t need to find the cash to pay this each month. The costs can be deducted from your pension/investments.
- No tie period.
- No penalties to cancel the service.
- You can upgrade and downgrade between the packages at any time.
Suitable for young professionals who want financial guidance.
Organising and seeing all your financial accounts and data in one place using a personal finance app.
Budgeting and cost saving tips.
Set up of appropriate savings and investment plans to achieve your short and long term targets.
Protecting your income and loved ones should something happen to you.
Light touch approach with email and telephone support.
Up to one meeting per year.
From £17 – £37 per month
Suitable for those that see retirement on the horizon but still have a few years yet to really get things working.
All Accumulator services plus more.
Review and potential consolidation of existing pensions and investments.
A visual plan that shows where you stand now and how things may look in the future.
Making the most of tax allowances to reduce the taxes you pay.
Anticipating life transitions and ensuring you are financially prepared for them.
A more hands on approach, working in partnership with you to make the right decisions at the right time.
One to two meetings per year.
From £57 – £147 per month
Suitable for those that are wanting to wind down their wealth and plan for the next generation.
All Accumulator and Accelerator services plus more.
Maintain or improve your current lifestyle in retirement.
Sophisticated withdrawal strategies that reduce the tax you pay and that of your next generation.
Protecting your wealth so it is left to who you intended it to be left to.
A very hands on approach dealing with more complex affairs.
Two to four meetings per year.
From £197 – £397 per month