When it comes to fees, we like to keep our approach straightforward and focused on those things we know matter to our clients; clarity, value and simplicity. And because we want you to have the opportunity to decide if we’re right for you, we offer all clients an initial consultation with no obligation. This is an opportunity for us to get to know each other better and discuss your current situation and aspirations.
None of us like being kept in the dark when it comes to what we’re going to be asked to pay for a service. And financial planning should be no different. We are, therefore, completely upfront and clear about our fees from the start. If you wish to engage with us, we can then discuss what you want to achieve with your wealth, our fees, and the next steps you might want to take. Only once you have decided you want to work with us, will we ask you to sign a Letter of Engagement.
You will, understandably, want to know what you will receive in exchange for the fees you pay. We know that financial planning adds immense value to the lives of our clients in ways that are often hard to measure. The peace of mind that comes from a good financial plan is priceless. Our fees are fairly structured to reflect the value we believe we add to our clients’ lives.
We understand you don’t want to be overwhelmed with confusing charges and complex tables. You just want to know what you are going to be charged. Our approach to fees is based around a simple idea; you pay for the level and scope of the work you require us to undertake. We don’t try and fit our clients into a ‘one-size-fits-all’ financial planning approach, so we wouldn’t expect you to pay ‘one-size-fits-all’ fees. Our approach, and therefore our fees, are tailored around your specific level of need and the complexity of the work involved. And, of course, those fees will always be explained in detail, prior to any work being undertaken.
Your Financial Planning Journey
In a fast-changing and often uncertain world, financial security is priceless. Through lifestyle financial planning, we can help you gain clarity over your current financial picture, create a vision for your future, and design targeted, tailored planning to help you get there.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.