Pricing

Simple, transparent and competitive pricing with all our servicing options.

How to put a value on advice

Unlike many in our industry, our pricing has ben designed from the outset to be both fair and transparent.

Our Fixed Price servicing is ideal for those with smaller sums to invest or if you’re just starting out. A fixed monthly fee means no unwelcome surprises.

Our Capped Fee plans keep costs under control for those with larger amounts invested.

First Time Investor

from just £180/year

  • Ideal Starter Package
  • Annual Review
  • Simple Pricing
  • Find out more

Wealth Builder

1% CAPPED AT £3,500 PA

  • Full Service
  • In Person Reviews
  • Holistic Planning
  • Capped Pricing

BESPOKE

1% CAPPED AT £5,000 PA

  • Tailored approach
  • Twice yearly reviews
  • Whole family, Just One Charge
  • Capped Pricing

Fixed Price

£60/month

  • Full Service
  • Annual Review
  • Ideal Starter Package
  • Simple Pricing

Complete

1% CAPPED AT £3,499 PA

  • Full Service
  • Face to Face Reviews
  • Investments up to £350,000
  • Capped Pricing

BESPOKE

1% CAPPED AT £5,000 PA

  • Tailored approach
  • Suits more complex scenarios
  • No investment limit
  • Capped Pricing

The details above are a shortened summary of the main features of our regular servicing options. For full details of these and our Ad-Hoc charges for one off advice are available by way of our Terms of Business. Please get in touch for a fair and straightforward assessment of your requirements and to request a copy.

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