Advice fees and charges
We're confident our charges represent great value.
Free initial consultation
Your initial consultation are always free, so you can find out if our service is right for you.
No hidden fees
You don't pay anything until you've seen and agreed the fee for the services you want us to provide.
Pick and mix
Your needs are unique. And we have a range of services to meet them. Talk to us and we'll help find the right mix for you.
Value for money
Your interests are at the heart of what we do. We'll tell you if we don't think you'll get great value for money from our services.
Naldique
Financial advice client
"The service I received from you and your team has been great, very high standard every step of the way. I appreciate the way you explained everything to me in stages."
Naldique
Financial advice client
Example fees
Initial consultation
- FREE
- No obligation
See if our service is right
Understand how you can benefit
Take the next step and book a call with an expert adviser
Financial planning and advice
Dedicated adviser
Expert advice
Detailed recommendations
Everything set up for you once you're happy
Jonny Stewart
Financial planning consultant
What people are asking us
*Source: International Longevity Centre Advice Report, 2019
Fees and charges are correct as at August 2021.