Our approach to fees
We know fees are an important consideration for our clients, so it’s equally important that we explain our approach to the way we charge. We focus on three key things when it comes to our fee structure.
Get an idea of your fees before you get in touch
You should feel clear about costs before you decide whether financial planning is right for you.
Our fee estimator gives you a helpful starting point, based on the information you provide. It is not a formal quote, and the final cost may change once we understand your circumstances in more detail, but it can help you get a clearer idea of what to expect before you book an initial meeting.
When you are ready, use the estimator to see an indication of your potential fees. We will then talk everything through with you clearly, so you know what you are paying, what you can expect in return, and how financial planning could support your goals.