Fees & Process

Complete transparency, complete control

Flexible | Fair value guarantee | Lightning sessions

Here at every step.

Our client journey has been meticulously designed to ensure that you get distinct value at each step along the way.

We start by asking ‘what if’. What if you keep doing what you’re currently doing? What problems might arise?

Next, we tackle ‘how to’. How to solve problems. How to optimise your financial life.

Finally, we’ll do it for you; taking care of everything in our power and working with you each year to keep you on track.

Lets see if we’re a good fit. You will get:

A feel for who we are, what we can offer and the way we work
To tell us in detail why you’re seeking advice, to outline of your position and to clarify what you hope to accomplish
To ask any initial questions you might have
To assess whether we can help
Signposted to useful resources

Step 1

What if you keep doing what you’re currently doing? You will get:

A full financial evaluation & technical cash flow planning giving you a precise grasp on your current financial situation
Prompted to deeply consider your financial goals & your personal ambitions
A forward projection in time of your current financial trajectory, enabling insightful assessment against your future goals & ambitions
Financial problems or deficiencies identified & areas for optimisation highlighted

*£2,000 to £4,000 depending on complexity

Step 2

Achieve your financial potential. You will get:

A bespoke financial strategy designed to move you towards realisation of your future goals
In-depth technical analysis around the cost efficiency, performance & quality of current pensions, investments & plans
An assessment of your attitude towards investing & risk-taking to ensure alignment with your investment strategy
A range of strategic recommendations which address problems or deficiencies & enhance your financial potential
Full access to educational resources, trusted partners & our network of professional connections

Step 3

Complete financial optimisation. You will get:

Peace of mind, fee savings & total financial optimisation as we take full responsibility for the implementation of your financial plan
Specific tactical recommendations. We identify the very best pensions, plans, investment solutions, provider cover etc. All tailored to you.
Specific action steps to manage your tax position, which we fully implement
Us doing the hard yards. We liaise with providers, do the paperwork, deal with investment managers & all the other parties involved
Post implementation, the ongoing monitoring & tracking of your assets & liabilities, actively adjusting in response to policy or legal change
Not just a tick box annual review. We repeat steps one & two entirely each year.
Everything included. All new investments, all tactical changes, anything that’s needed to keep you optimised is included in the ongoing fee
Permanent access to our team, our contacts, our knowledge. Regular check-ins to keep you on track ensuring you feel fully supported

One-off stand alone sessions to address a specific issue or take a particular action.

Book a zero cost call to meet us, ask questions and see if we’re the right fit.