The four stages of a Herbert & Webster engagement, and exactly what each one costs. Use the calculator below to see how our fees apply at the portfolio size you have in mind.
A Herbert & Webster engagement follows the same four-stage arc every time. The first stage is always complimentary. The other three are priced the same way for every client, at every portfolio size.
An unhurried conversation at Marlow Place or by video. We understand your situation, outline our approach, and agree whether our way of working is a fit for yours.
An unhurried conversation with the planner who would actually work with you, at Marlow Place or by video. We listen first: what your wealth is for, what is on your mind, what good looks like. No charge, no obligation.
The written plan. Cashflow modelling, risk and capacity review, strategic tax and estate structuring, and a coordinated recommendation across pensions, investments and protection.
The heart of the engagement. A full cashflow model, a risk and capacity review, your tax and estate position mapped, and a coordinated recommendation across pensions, investments and protection. The fee is fixed, whatever the size of your estate.
We open accounts, restructure positions, and coordinate with your existing accountant and solicitor through the Guardian service. Preferential platform terms negotiated on your behalf.
We put the plan into action: accounts opened and restructured, contracts filed, and your accountant and solicitor coordinated through Guardian:CONNECT. We negotiate preferential platform terms on your behalf.
Ongoing oversight, quarterly written updates, and an annual planning meeting. Direct adviser access and coordination with your wider professional team, year in and year out.
The ongoing relationship. An annual planning meeting, quarterly written updates, and direct access to your adviser. We keep the plan current as markets, legislation and your life change. No exit fees.
Transparent pricing
Unlike most firms we like to be open and honest about our fees.
In an industry survey it was found that fewer than 18% of advice firms mention fees on their website.
So whilst it may be hard to directly compare us, you can trust that we will be completely transparent. Clarity is one of our company values.
Enter the value of the assets you'd like us to advise on. We'll show you exactly what each stage of our service costs, no hidden charges, no surprises.
Private Wealth Planning
£10,000
One-off, fixed fee
A bespoke report covering cashflow, tax, investment and estate planning, the blueprint for your financial future.
Implementation
£5,000
One-off · 0.5% of assets
0.5% of assets under advice, one-off fee.
Private Wealth Management
£10,000
Per year · 0.5% of assets
0.5% p.a. of assets under advice, subject to a minimum of £10,000 per year. Paid monthly in arrears.
Total to get started
£15,000
Steps 1 + 2, paid once
Then, each year
£10,000
Step 3, for as long as you remain a client. No exit fees.
These figures are for illustration only. The ongoing fee will fluctuate with the value of your investments, which may go down as well as up.
The ongoing Private Wealth Management fee covers the day-to-day of running your financial life. Guardian:CONNECT sits alongside it, coordinating your wider professional team.
Your plan, continuously maintained
Family office-style coordination
Your money is always yours
Come with the rough shape of your wealth and a question you have been carrying. Leave with a clearer view of what good might look like, and whether we are the right firm to help.