We ensure that there are no hidden fees when you engage with us to look after your financial planning. You will be told exactly what the costs and charges are for our services, before we begin any work.

The following gives an outlines of the fee structure for our ongoing wealth management options:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Initial charges for transferring and investing new money will apply depending upon the product, service and complexity and will range anywhere between 1.5% and 5%.

For Mortgage advice and arrangement a flat fee of £350 is our standard charge. 

As professional Financial Planners, we charge fees and are not influenced in any way by commission payments from Mortgage product providers. We do not charge fee's for protection products but do receive commission from them.

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.