Fees are a significant factor in choosing your financial planner. We provide clear information as early as possible, ensuring you have all the details before deciding to work with us.
A financial plan keeps you on track, adds structure to your goals, and gives you support and guidance – especially when life throws you a curveball.
Like all good things in life, a financial plan comes with a price, and while there are costs involved, these are outweighed by the peace of mind a plan brings. As our clients share below, the security of knowing you’re on the right path is invaluable.
Our relationship begins with a Discovery Meeting, held at our expense. This helps us understand the key things that are important to you along with your goals and ambitions so that we can work together on creating your own Personal Financial Plan. There is no obligation to proceed following this Discovery Meeting.
We typically charge for our Initial Service and our Annual Review Service and the cost involved will be confirmed in the Discovery meeting. We are always 100% transparent about our fees from the earliest possible stage.
We’re proud of our long-standing history and expert team, but it’s our clients’ feedback that truly shines.
of clients are satisfied that we understand their needs and objectives
believe that working with us has helped or will help them achieve their financial goals
would recommend us to their friends, family or colleagues
We’re proud to share the stories of our clients and how their experiences with the team have made a positive impact on their lives.
We’ve built great relationships with our clients, and their kind words on VouchedFor say it all.
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