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Our Fees

Unlike a lot of firms, we like to be open and honest about our fees, so below you’ll find a clear overview of our charges.

Conversation Salmon (1)

Initial Conversation FREE

First off, we'll see if we are a good fit for each other, if we are then we'll set up an initial meeting which is also complimentary.

Implementation Salmon (1)

Financial Planning Service Fee £2,500

Only payable if you do not proceed with our implementation process.

Our Financial Planning Service includes:

  • Bespoke Cashflow planning & forecasts
  • Investment research based on your risk profile & investment level
  • A review of your tax efficiencies
  • Estate & protection planning
Implementation Salmon (2)

Implementation Fee

The first £400,000 - 3%

Funds above £400,000 - 0.5%

We charge 3% on the first £400,000 of new assets under management and 0.5% on any additional funds above this amount.

Fees are a minimum of £2,500

Implementation includes:

  • Access to preferential rates with selected providers
  • Access to Model Portfolio Service (MPS)
  • Access to specialist products (EIS, BR, VCT etc)
  • Our Guardian Service (T's & C's apply)
  • Our Personal Finance Portal Access
Ongoing Salmon (1)

Ongoing Service Fee 0.5 %

Our ongoing service is 0.5% of funds under management

Fees are subject to a minimum of £2,500 per year.

Ongoing Service includes:

  • Annual suitability review & cash-flow planning
  • Annual documentation (CGT, P60, Tax Packs)
  • Preferential platform / fund rates

Fee Calculator

Use our handy calculator below to get an idea of our fees.

Fee calculator

Exit Fees

A question we’re often asked is, ‘Do we charge exit fees?’

The simple answer is ‘No’. We’re so confident that once you start working with us, the benefits of having us by your side means you’ll want to remain a client, our client retention rate is testament to this.

Try comparing us to other IFAs and you’ll find it’s very difficult, as from the research we’ve done, most are very vague when it come to their fees. You can be confident when choosing us that you know exactly what our fees will be before we start working together.