Pricing
One flat fee. It does not scale with your pot.
Reviewing a large portfolio is not more work than reviewing a small one, so we do not charge as if it were. The price is the same each year — set here at the smallest size on the page, because it is the one figure that does not compound.
£1,200 a year, all in
What the fee covers
- A full financial plan built around your timeline, reviewed and rewritten every year.
- Whole-of-market, independent advice — no tied products, no commission.
- Pension review and consolidation, ISA and allowance planning, protection advice.
- A named Chartered Financial Planner you can call — 020 7946 0198.
- Drawdown and estate planning when the time comes.
What a 1% fee would cost instead
A percentage fee lowers your growth factor from 1.967× a decade to 1.791×. Compounded thirty times, on a pound that would have reached £1,903, the gap is plain.
Flat fee — at 7% £1,903
1% fee — at 6% £1,436
The 1% quietly takes £467 of every £250 started. Over a lifetime that is measured in years of retirement.
Book the first meeting.
An hour, no charge, no obligation.
Book the first meeting