How we charge

We believe it’s important to set out our stall and explain how we charge. It’s part of our commitment to being transparent and keeping things simple.

Whilst we don’t like the jargon that sometimes comes with more traditional financial advice, we also don’t agree with percentage-based charging. Instead, we charge fair, fixed fees.

Here’s how our charges work:

Initial meeting

Our initial discovery meeting is a chance for us to get to know each other and ask any questions you might have.

Cost:

  • Completely free.

Creating a personalised financial plan

This charge is to cover our research and recommend any financial solutions that will better help you to achieve your goals, as well as the production of your financial plan.

Cost:

  • £1,500

Implementation of the financial plan

This charge is to cover the work we do to implement our recommendations on your behalf.

Cost:

  • £2,500 (for assets up to £499,999)
  • £5,000 (for assets of £499,999 – £1 million)
  • For assets of £1m+, we charge on an individual basis

Ongoing planning and review process

Our ongoing planning ensures you can stay on track; we’ll meet regularly to review the progress made and should any of your goals or objectives change we’ll make adjustments to accommodate them.

Cost:

  • £225 per month (for assets up to £499,999)
  • £450 per month (for assets up to £1 million)
  • For assets over £1 million, we charge on an individual basis
before quote

Alan, Grimsby

I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.

Testimonial left November 2019

after quote
before quote

Richard, Leicester

I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.

Testimonial left January 2019

after quote
before quote

James, Louth

Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.

Testimonial left January 2019

after quote
before quote

Steve, Alfreton

I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.

Testimonial left July 2018

after quote

What our clients say

Coffee?

If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.