Our costs

Financial Planning


Ongoing Service

The above fee scale relates to investable assets below £1,000,000. For advice on assets in excess of this figure we will continue to charge a fixed fee, this fee scale is available on request.

Additional Services

We will also receive a commission from the mortgage provider which will be a percentage of the mortgage and will vary from lender to lender. This will be disclosed to you prior to proceeding with the advice.

Speak to a member of our
team on 02920 482477

Find out how we can give you peace of mind, through organising your finances and helping you to achieve your goals.