Our fees

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:

Joining Fee

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.

Additional Fees

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.

Please refer to our Fee Schedule for examples

Call us

If you’d like to get in touch over the phone, please give us a call and we’ll be able to help.

Email us

If you’d prefer to email us, get in touch and we’ll get back to you as soon as possible.

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