Our fees
Financial confidence is more important than ever, and understanding what you pay for advice is a key part of that.
Do it once, do it right
There are plenty of things you can do yourself, such as decorating a room, cutting your own hair, or fixing a leaky tap, but financial planning is something that truly changes your life. While it can be tempting to manage every detail of your finances alone, working with a financial planner will save you time and stress, and help ensure your money is working as hard as it can for your future.
Fees are an important consideration when choosing a financial planner, so our first meeting is held at our expense and with no obligation to proceed. This allows you to understand how we charge, ask questions, and decide whether we are the right long-term partner to support you.
Advice that creates impact
A 2025 survey by Aviva found 77% of people feel they’re financially better off than they would have been without a financial adviser.
The FCA’s Bridging the Advice Gap 2025 report estimates that people who receive financial advice have around 10% more wealth than those who do not.
Clear as day
Our clear and transparent charging structure means you’ll always know what you’re paying and when. We’re also happy to talk you through our fees in detail, so you can understand exactly what you’re getting in return, and the value our advice provides.
Our fees depend on the work involved and how complex your finances are, and in some cases, we’re also paid commission or other payments by product providers or lenders.
