What will it Cost? Our Charges

Our pricing.


Streamlined Advice Service



  • Simplified and streamlined advice service

  • Supported online and via telephone

  • For investing sums up to £100,000

  • Covers life assurance and critical illness advice

  • No implemention fee

  • Financial planning report fee

  • Cash flow planning report fee (not required)
  • Financial Planning Report 0.50% subject to a minimum £250
    Cash Flow Planning £150.00
    Implementation Fee 0.50% or a minimum 150 GBP
    Insurance Advice Product/Provider specific
    Ongoing Fees: Charges
    Continuing Support and advice in respect of the portfolios
    Platform Custody charge:
    Platform Custody charge: 0.30%


    Integrated Wealth Management



  • Full service wealth management proposition

  • Includes financial planning, retirement and investment planning

  • Regular face to face meetings with your Adviser

  • Financial planning newsletters, monthly factsheets and dedicated online client portal with valuations, commentary and ‘filing cabinet’.

  • Service includes both financial and wealth management service, including access to a range of portfolio management approaches

  • Holistic, integrated approach with one ‘all in’ ongoing fee
  • Initial Meeting Free of charge
    Financial Planning Report Min £795
    Financial Planning Report & Tax Advice Min £1590
    Cash Flow Planning £350
    Implementation Fee: as percentage charge OR 1-1.15% (subject to a minimum £2500 although financial plan/cash flow report charges are offset against this fee).
    Ongoing Fees: Charges
    Continuing Support and advice in respect of investments and wealth planning: 0.30% - 1.15%
    Platform Custody Charge 0.30%

    Call Us

    You’re always welcome.

    Visit Us
    Building 2, Ground Floor,
    Guildford Business Park,
    Guildford, GU2 8XG
    United Kingdom
    Call Us
    +44 (014) 8391 7644
    Mail Us

    get in touch

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