Transparent People

Financial Vulnerability Charter
Qualified Member of The Personal Financial Society
Qualified Member of The Personal Financial Society

Our approach is fair and transparent

At every step of your financial journey, we provide transparent and clear fee structures. Our fee structure reflects the service we provide and not the amount of money you want to invest.

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No charge for initial consultations and financial reviews

Our initial consultations are always free of any charge. We will discuss your financial needs and give you the chance to ask any questions. We will explain the services we provide and outline any charges that may arise.

If you wish to proceed further we will arrange to collect details on any existing arrangements you hold and conduct a full fact find meeting. This would be without cost to you.

Finally, we provide a personal recommendation, again, no charge.

Only if you would like us to implement our recommendations would a charge be made.

Capped Fee’s

Typically our initial charge is 2% of any funds invested/transferred to a maximum of £7,500 (Our maximum fee increase to £10,000 for pension values over the lifetime allowance).

For Example:

If you invested up to £250,000, our fee would be £5,000 (2%)

If you invested up to £500,000, our fee would be our maximum
fee of £7,500

If you invested up to £1,250,000, our fee would be our maximum
fee of £10,000

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Download our detailed Fee Guide and Initial Disclosure Document

Over the lifetime of your investment, you could be £1,000’s better off if you have expert, impartial investment advice to help you make the right decisions.

Download Our Fee Guide

Contact us to arrange a free consultation

Call: 0800 103 2500

Book an online meeting, request a call back, message us on WhatsApp, or phone us.
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You can book a consultation with one of our advisors on zoom.

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