Our most popular services are the Discovery Service and Bespoke Financial Planning.

The pricing for these services is:

Discovery Service – £540 inc. VAT

Bespoke Financial Planning – from £2,750 inc. VAT

Discovery Service

This is a high value, fixed-price programme, principally focussed on helping you to organise your retirement planning, whether you are still working or about to take benefits.

This service will particularly suit you if you are considering whether to consolidate your pensions.

This entails a comprehensive analysis of your existing schemes, cash flow projections designed to answer all your questions and put your planning firmly on course. The Discovery Service will culminate in a tailored, written recommendation.

We will cover the basics of investing for retirement, successful portfolio construction as well as a comparison between annuities and drawdown for your income and much else.

We conduct all the research required, obtaining accurate, useful information on your current schemes, for you, and guide you through your decision making.

There will normally be four structured sessions, which are conducted virtually, using Microsoft Teams, or your preferred App, however, if more are required, that’s not a problem. Our goal is to put you firmly in control of your planning.

Our fee for the entire process, including written reports and implementation of our advice, is £540 including VAT. There will be no additional fees for implementation of our advice. Please contact us direct because you may be eligible for a discount.

If you are unsure whether you require full Financial Planning work, the Discovery service is an excellent, low risk, fixed price place to start. If you decide later that you want Financial Planning, we will discount the Discovery fee you have already paid as all the work we will have done will form a good foundation for Planning.

Bespoke Financial Planning

Financial Planning is a much more involved process.

Together, we will build a much more detailed view of your Big Picture. You may need to factor in a business sale or inheritance, for example. We will touch on some potentially sensitive areas, such as legacy planning and provision for your family, whilst taking into account your goals and future experiences.

Planning for the rest of your life can be a very rewarding process.

Unlike our simpler Discovery Service, we offer you the option of face-to-face meetings.

Our fees will depend on your circumstances and needs but start at £2,750 including VAT and can range up to £5,250.

Ongoing Fees

If you require an ongoing advisory relationship, our annual fees will depend on your needs, and we would be happy to quote.

Portfolio Management

We offer a fully comprehensive private Client Portfolio Management service tailored to your needs and objectives. Annual fees are up to a maximum of 0.5% +VAT per annum of your portfolio.