How much will my financial plan cost?

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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.

Financial Planning

Protection

Retirement Planning

Investments Solutions

Registered in Scotland No. - SC232903.
Registered office: 15 Manor Place, Edinburgh, EH3 7DH
Robson Macintosh & Company Limited is an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority FCA Reference number 217853. The guidance and or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
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