Our financial advice fees

Our financial advice and planning service is designed to help you make plans for your money and then bring them to life.

Maybe you want to build a retirement fund, invest money in the stock market or mitigate the impact of inheritance tax. We’re here to help you plan for your long-term goals, to help you enhance your future lifestyle.

And because we understand that everyone's situation is different, we provide 3 levels of advice based on your needs. This ensures you receive the service that's right for you, without paying more than you have to.

There is nothing to pay upfront. You’ll only be charged if you decide to take us up on our recommendations, with no pressure from us - that's a promise.

Your advice needs and what this might cost

Straightforward Needs

Might be good for you if you:

  • Have no existing plans that need reviewing
  • have a fairly simple investment goal
  • are happy to consider recommendations from a small number of fund options.

An Example Investment

Investment amount £20,000
Advice charge based on straightforward needs 2%
You'd Pay £400

Multiple Needs

Might be good for you if you:

  • Have more than one financial goal in mind
  • want your current plans reviewing
  • are happy to consider recommendations from a small number of fund options.

An Example Investment

Investment amount to go in investment and pension funds £60,000
Advice charge based on multiple needs 2.5%
You'd Pay £1,500

Complex Needs

Might be good for you if you:

  • Have a number of financial goals in mind
  • want your current plans reviewing
  • want your adviser to consider a wider range of fund options.

An Example Investment

Investment amount £125,000
Advice charge based on complex needs 3%
You'd Pay £3,750

Next Steps

  1. It all starts with a free initial consultation to help you find out if financial advice might be right for you. Call 0800 731 5432 today or arrange a call back.
  2. If you decide to book a review with one of our financial advisers, they’ll take the time to understand your current situation and long-term financial goals – so they can review how your plans stack up.
  3. Your adviser will present advice suited to your personal circumstances, including your feelings about risk and reward. This includes explaining how much you’d need to pay to take up this recommendation.

Our recommendations are likely to include stock market-based investments. These are not like bank and building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

Get in touch

Request a call back

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As part of our no pressure promise, there's no-obligation to act on any advice you receive. Or any upfront fee to pay to hear it.

Our No Pressure Promise
No Pressure Promise
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