News & Views

How much will my financial plan cost?

19th March 2021

Our initial meeting is free. Fees will be discussed at this meeting and if we are to proceed these will be outlined in a cot of service and fees document or in exceptional circumstances by project cost. Total fees will vary from client to client based on your specific needs or the complexity involved.

Once implementation has been completed most relationships will evolve into an ongoing wealth managed relationship with fees charged as a percentage of assets.