our charges & fees

 

Financial Planning Service (FPS) and Additional Services (AS)

For both services : £40 – 130 per hour depending on level of service and complexity of advice.

All estimated fees and anticipated work hours will be given and agreed with you before any work is undertaken.

 

Investment Management Services (IMS)

For Wealth and Investment Portfolio Management :  0.50 % based on the value of the investments advised on.