Inital meetings: Any meetings at the start will be at our cost. So you can decide whether we are the right firm for you before making a commitment.
WealthMap: To complete the WealthMap planning process, which will include at least three planning sessions with you, we charge a fee of upto £4,995.
Momentum: If you would like our support on an ongoing basis, we have a service for you called Momentum. Momentum clients are charged 1% of the assets we manage, or £245 per month if the assets we manage are less than £300,000.
Pro Bono: We want to help as many families as we can and we keep 10% of time available for those who find our fees unaffordable. If you would like to apply for this service, please make contact.
All fees are inclusive of VAT.