We offer a comprehensive range of financial planning and investment management services.
The pricing for these services is:
Pension Discovery Service – £540 inc. VAT
IHT Discovery Service – £540 inc. VAT
Bespoke Financial Planning – from £2,750 inc. VAT
This is a high value, fixed-price programme, principally focussed on helping you to organise and control 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 an appraisal of your existing schemes, investments and risk and cash flow projections designed to answer all your questions and put your planning firmly on course. The Discovery Service will culminate in tailored, written solutions.
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 , is £540 including VAT.
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 require more detailed, Bespoke 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.
This service is ideal for those looking to ensure that they pass on as much as possible to their family.
For a fixed fee of £540 including VAT, we will help you to set your succession and legacy planning on track to give you peace of mind that you have done all you can to minimise tax and meet the challenges of passing on your wealth intact.
Over the course of four high-quality online Teams meetings, the areas we will cover with you include:
This will culminate in a bespoke report setting out the solutions available to you and their various pros and cons, including costs
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.
If you require an ongoing advisory relationship, our annual fees will depend on your needs, and we would be happy to quote.
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.