How we charge, in plain pounds

Three ways to work with us, with every fee agreed in writing before you commit to anything.

How we charge

Advice should never come with a mystery bill. You will see every fee in pounds, in writing, before you decide anything.

Initial planning
From £95
A fixed fee for a full review of your situation and a written plan.
Ongoing advice
From £45 a month
Regular reviews and a direct line to your adviser. We confirm the terms in writing.
One-off advice
From £95
A single piece of advice with no ongoing commitment.

A worked example

Initial planning, paid once£350

Our ongoing advice, each year£350

Platform charge, each year£350

Fund charges, each year£350

Yearly running cost£2,500

Our advicePlatformFunds

Sample figures to show how it works. Platform and fund charges go to the providers, and we show them to you in pounds too.

Independent advice from people who take the time to explain.

Truly independent
We are not tied to any provider, so we can recommend what suits you, not what suits a sales target.
Fees in plain pounds
Every cost is shown in pounds and agreed in writing before you commit to anything.
One adviser who knows you
You get a named adviser who remembers your story and picks up when you call.
No rush, no pressure
Take as long as you need. Your first meeting is free and there is no obligation.

Sample reviews. Replace them with your own before you launch.

“For the first time I understand where I stand. Nobody rushed me and nobody blinded me with jargon.”

“They told us what it would cost before we agreed to anything, and it came out as quoted.”

“Patient and kind throughout. They made a worrying time a lot less stressful.”

Independent adviceFees agreed in writingClear written termsFree first meeting

Come and talk it through. A free first meeting, no pressure, and a clearer idea of where you stand.