It’s important for any relationship to be built on trust and transparency, and that your fees are focussed around creating your financial life plan and then maintenance through our ongoing financial coaching and planning.
The fees you will pay are split into two main parts:
Creation of your Financial Life Plan
Tailored to just what you need from us depending on the complexity involved of your situation.
Starting from £2,500
Ongoing Financial Coaching and Planning
Maintenance of your Financial Life Plan
A regular subscription starting at £208 per month based on what you need from us, any complexity to your situation, and how often you would like to meet.
Where the implementation of investments and other financial products is required, you will also pay a one-off fee based on 1% of the assets we invest for you.